The 30 Best Fee only financial planning in New York City, New York

Edward Jones - Financial Advisor: Keith Underwood is a trusted financial institution located at 20 Cedar Street in New Rochelle, New York, United States. With a focus on personalized financial planning and investment strategies, Keith Underwood and his team provide expert guidance and support to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Keith Underwood offers tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Terence M. Higgins, Jr. is a trusted finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in financial planning, Terence M. Higgins, Jr. provides personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, you can rely on Merrill Lynch Financial Advisor Terence M. Higgins, Jr. to provide professional and reliable services tailored to your individual needs.

Merrill Lynch Financial Advisor Christine M Savarese-Barral is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York. Specializing in finance, this institution provides expert financial advice and services to help clients achieve their financial goals. With a dedicated team led by Christine M Savarese-Barral, clients can trust in personalized and professional financial guidance tailored to their individual needs. Whether looking to invest, plan for retirement, or manage wealth, Merrill Lynch Financial Advisor Christine M Savarese-Barral offers a comprehensive range of services to help clients secure their financial future.

Pivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.

United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York. Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. Whether you are just starting to think about retirement planning or are getting closer to retirement, we can help you create a solid retirement strategy to protect your assets and ensure financial success. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor J.T. Gilbert is a reputable finance institution located at 225 Liberty Street in New York City. Specializing in providing expert financial advice and services, J.T. Gilbert and his team are dedicated to helping clients achieve their financial goals and manage their investments effectively. With a strong reputation for professionalism and trustworthiness, Merrill Lynch Financial Advisor J.T. Gilbert is a top choice for individuals seeking reliable financial guidance in the bustling city of New York.

Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.

North Ridge Wealth Planning is a premier financial institution located at 1895 Walt Whitman Road in Melville, New York. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through comprehensive wealth planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your specific needs. Trust North Ridge Wealth Planning to guide you towards a secure financial future.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

Commonwealth Financial Network, located in Rochester, New York, United States, is a leading finance institution that prioritizes independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network helps advisors reach their full potential. In 2023, the institution recruited $15.9 billion in assets, showcasing their commitment to success. As the economy and markets evolve in 2024, Commonwealth Financial Network offers insight through their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies for a competitive advantage. With personalized consulting, operations, and compliance, advisors can optimize their business and achieve their goals. The institution also offers valuable resources for independent business owners, guiding them through entrepreneurship and marketing strategies. Commonwealth Financial Network empowers advisors to take control of their growth path, whether affiliating as their own RIA or through the corporate RIA. With a focus on client experience and high-touch service, Commonwealth Financial Network helps advisors navigate unpredictability and achieve growth. The institution's emphasis on investment management, financial planning, and a supportive culture make it a top choice for advisors looking to build a successful enterprise. Through personalized stories and insights, Commonwealth Financial Network showcases their dedication to helping advisors succeed and making a positive impact on their clients' lives.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 340 Broadway in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in navigating the complex world of finance. Whether you are planning for retirement, saving for education, or growing your wealth, our advisors are here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Werth Wealth Planning, LLC is a finance institution located at 8 West Genesee Street in Baldwinsville, New York. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial services tailored to your individual needs. Trust Werth Wealth Planning, LLC to guide you towards a secure financial future.

Mark Colvin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1816 Girard Street, Utica, New York, United States. Mark Colvin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. The institution offers services for individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and client needs, Mark Colvin provides comprehensive financial planning and investment advice to help clients achieve their financial goals.

Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

LPL Financial is a leading financial institution located at 56 Harrison Street in New Rochelle, New York. As a trusted provider of financial services, LPL Financial offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, LPL Financial is dedicated to providing top-notch service and guidance to clients in the United States.

Merrill Lynch Financial Advisor Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.

John Levitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, United States. John Levitt holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. John Levitt is committed to upholding a high standard of ethics and providing personalized financial advice to his clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, John Levitt can help guide you towards your financial goals. Contact John Levitt at Ameriprise Financial Services, LLC for expert financial advice and wealth management services.

Michael Prokop is a financial advisor at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue, Garden City, New York, United States. Ameriprise has been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. Michael Prokop provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device securely. Initial consultations are complimentary for those interested in learning more about how Michael Prokop can help achieve financial goals. Risk tolerance is an important factor in determining investment strategies and diversification. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Prokop is registered to conduct securities business in certain states. Clients can refer friends and family to Michael Prokop for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Tonia Dillon - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong focus on providing top-notch financial services, Tonia Dillon - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its expertise, professionalism, and commitment to customer satisfaction. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Tonia Dillon - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Ameriprise Financial is a finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. Each Ameriprise advisor has their own "Top areas of focus" which can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.

Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, United States, is a reputable finance institution offering a wide range of financial services. Lev Brickman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also specializes in providing advice and support for individuals with specific financial needs such as domestic partnerships, estate planning, retirement, and high net worth clients. Lev Brickman is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, providing clients with expert guidance and personalized financial solutions.

Ameriprise Financial Services, Inc. is a finance and insurance agency located at 100 Motor Parkway in Hauppauge, New York, United States. Each Ameriprise advisor specializes in different "Top areas of focus" to cater to your specific financial goals. You can review their backgrounds, credentials, and experience to find the best match for your needs. To get started, simply fill out the "Request consultation" form to connect with your desired advisor, who will then schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Ameriprise Financial Services, Inc.

Merrill Lynch Financial Advisor Beth Topf, located at 114 West 47th Street in New York, offers comprehensive wealth management services through The Andrews Group. With a focus on the individual investor, the team at Merrill Lynch works to understand your unique goals and priorities to create a customized financial strategy. They provide advice on asset allocation, investment portfolios, and financial planning to help you pursue your goals and adapt over time. With over a century of combined investment experience, the team at Merrill Lynch is dedicated to delivering uncompromised service and financial acumen to help you achieve your financial goals. Whether you are looking to grow your wealth, preserve your legacy, or align your investments with your values, Merrill Lynch Financial Advisor Beth Topf and The Andrews Group can provide valuable insights and personalized guidance to help you build a strong financial future.

Merrill Lynch Financial Advisor Edward H Abitanta is a finance institution located at 225 Liberty Street, New York, New York, United States. As part of the New York International Group, they believe in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. Their mission is to understand each client individually, asking thoughtful questions and listening carefully to help design and implement personalized financial plans. They focus on potential solutions to help clients achieve their financial goals while managing investment risk. The institution's approach begins with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing, customizing financial approaches to align with individual goals and priorities. They provide tools to help clients track changes in their lives and ensure that their financial approach reflects those changes.

Jay Himmelstein - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street, New York, New York, United States, is a trusted institution in the finance industry. Whether you are planning for retirement, education, or a major purchase, Jay Himmelstein provides personalized investment, asset allocation, and portfolio recommendations tailored to your goals and risk tolerance. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Jay Himmelstein can help you achieve financial success. Please note that securities business is conducted only with residents of states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing peace of mind to clients. Referrals are welcomed, and your friends or family members can expect to hear from Jay Himmelstein soon to discuss their financial goals.

Bill Geraghty is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Bill holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bill's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. Bill is committed to providing comprehensive and personalized financial advice to his clients, helping them make informed decisions to achieve their financial goals. Contact Bill Geraghty today for expert financial guidance and support.

Merrill Lynch Financial Advisor Timothy Eckman is a finance institution located at 114 West 47th Street, New York, New York, United States. Our primary mission is to understand you and your financial goals to create a personalized plan that helps you pursue your objectives while managing investment risk. Our experienced team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of comprehensive financial solutions tailored to your unique needs, priorities, and financial situation. Our approach focuses on turning your goals into reality by helping you make informed investment decisions and adjustments as your life and the financial markets evolve. We believe in putting you first and working together to help you achieve your financial goals. Contact us to learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Kevin F Mullon, located at 75 Rockefeller Plaza, New York, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with clients to develop strategies tailored to their individual needs and aspirations. By listening carefully to clients' priorities and preferences, the team at Merrill Lynch aims to create a customized financial plan that aligns with their values and objectives. Using the Investment Personality Assessment tool, Merrill Lynch gains a deeper understanding of clients' investing preferences and behaviors, allowing for a more tailored approach to wealth management. The institution offers a wide range of services, including retirement planning, education funding, and wealth transfer strategies, all designed to help clients pursue their financial goals with confidence.

United Financial Planning Group LLC is a finance institution located at 14 Pennsylvania Plaza in New York, New York, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. As a Fee-Only, Fiduciary Firm, we offer impartial advice to help you make informed decisions about your finances. Whether you are just starting to think about retirement planning or fine-tuning your goals as you approach retirement, our team is here to help you create a retirement plan that protects the assets you have worked hard to obtain. Contact us today to start planning for a financially secure future.