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

Monarch Wealth Management, LLC is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and begin your journey towards financial success.

West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch financial services and expertise, our team at Jeff Sharman - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust in Jeff Sharman - Raymond James for all your financial needs.

Edward Jones is a reputable financial institution located in New York, United States. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones offers a wide range of services to meet your needs. Trust in Edward Jones for expert financial advice and guidance to secure your financial future.

Cetera Investors is a finance institution located at 255 Woodcliff Drive in Fairport, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors offers financial advisors the opportunity to have a strong presence in their local community while still maintaining ownership of their book and independence. The institution helps advisors identify areas with growth potential, provides resources and best practices to support their business, and sends high-intent, screened client leads directly to their inbox. Cetera Investors also assists with succession planning, marketing presence, client engagement, and practice management.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Continuum Wealth Advisors, located at 18 Division Street in Saratoga Springs, New York, is a finance institution dedicated to helping you feel comfortable with your money. We pride ourselves on clear communication in plain English, taking care of the heavy lifting behind the scenes so you can focus on what matters to you. Our team provides a comprehensive view of your finances, utilizing both fundamental and technical analysis to ensure your money is working hard for you. From determining the right amount of coverage for you and your family to maximizing your compensation beyond just salary, we are here to guide you every step of the way. As a Registered Investment Advisor, we are committed to providing personalized financial planning and investment advisory services to clients in the state of New York. Contact us today to start your journey towards financial security and peace of mind.

Edward Jones is a renowned financial institution located in New York, United States. Specializing in providing personalized investment advice and financial planning services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones prides itself on delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bryan McWayne - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. As a "Future Self Champion", they specialize in planning for success and helping clients achieve their goals efficiently. The institution is licensed in multiple states including AZ, CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA, VT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

William Bufkins - Thrivent is a finance institution located at 125 Wolf Road in Albany, New York, United States. They are licensed in multiple states including CT, MA, NH, NJ, NY, PA, VA, and VT. Thrivent offers financial advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are able to provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Legacy Wealth Group - LPL is a finance institution located at 3 Lear Jet Lane, Latham, New York, United States. We are committed to helping you pursue the highest return on your investment. Our website offers interesting videos and calculators for you to explore. Our firm provides professional services and guidance to our valued clients and visitors. We are dedicated to client service and strive to provide the highest quality advice. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Our Registered Representatives can only discuss and transact securities business with residents of certain states. Please consult legal or tax professionals for specific information regarding your individual situation. Your data and privacy are protected, and we take the California Consumer Privacy Act seriously. Thank you for visiting our website.

Gerry Barrasso, CPA, CFP, PFS is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York, United States. Specializing in accounting and finance, our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services. Whether you are just starting to think about retirement or fine-tuning your goals as you approach retirement, we are here to help turn your retirement goals into a solid plan. With decades of experience, we can assist in creating a retirement distribution plan to protect the assets you have worked so hard to obtain. Contact us today to start planning for your financial success.

Castro & Co. is a prestigious institution located at 30 Broad Street in New York, United States, specializing in accounting, finance, and legal services. Our team of international tax planning attorneys is dedicated to providing top-notch tax and estate planning services to clients worldwide, including private individuals, family companies, trusts, and estates. At Castro & Co., we pride ourselves on offering personalized representation and undivided attention to each client. Our experienced lawyers are committed to guiding you through the tax planning process seamlessly, ensuring that your goals are achieved promptly and efficiently.

FairCharles Brokers is a finance and insurance agency located in New York, United States. McKennie, the owner, is known for being easy to work with and keeping clients up-to-date and informed with their business taxes. The institution offers services for different types of business structures, such as Limited Liability Companies (LLC), S Corps, and C Corps. Each structure has its own advantages and disadvantages when it comes to taxes and liability protection. FairCharles Brokers can help guide businesses in determining the best structure for their specific needs.

Chatham Square Accountants Inc. David Zhang, CPA is a reputable accounting and finance institution located at 5 Pennsylvania Plaza in New York, New York, United States. Specializing in fiduciary advisory services, they cater to clients who speak Chinese and offer multi-state tax return relief. They also provide assistance for expatriates, OPT holders, FBAR filers, and corporations. As an IRS authorized e-file provider, they ensure accurate and efficient tax filing services. Additionally, they collaborate with Midtown Expatriate Tax for expatriate and international assignee tax services. Contact them for competitive rates and expert guidance on tax matters.

Ivy Tax & Business Inc, located at 100 Duffy Avenue, Hicksville, New York, United States, is not your typical accounting firm; we are professional tax planning specialists and accountants dedicated to minimizing taxes. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small to medium-sized business owners and investors. Founded with a vision to provide unique services, we do not just record financial history; we actively guide you through professional advice and strategies to help you earn more and retain more of your hard-earned money. Our team of registered accountants is a top-tier tax strategic team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other firms" often take a reactive approach that may result in outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc stands out by offering ongoing coaching and proactive solutions. Working with us, you will have confidence knowing that you are paying the least amount of taxes possible while achieving your financial dreams.

EDDC Tax Service is a trusted accounting and finance institution located at 1391 Crotona Avenue in New York, United States. We go beyond just preparing taxes - we take the time to understand your needs and goals to be your trusted advisor for both your current and future tax health. With the recent tax law changes, we work closely with our clients to provide guidance every step of the way for this tax year and beyond. If you need help with your taxes and financial well-being, schedule an introductory appointment with us today. We offer remote services for your convenience. Book an appointment or call us with any questions - we are here to help you.

Callen-Lorde Community Pharmacy in Brooklyn, New York, is a comprehensive health institution offering primary care, sexual health, behavioral health, women’s health, transgender health, HIV treatment/prevention, and case management services. Located at 40 Flatbush Avenue Extension in Downtown Brooklyn, the pharmacy provides a supportive and affirming environment for all patients, regardless of their ability to pay. Please note that behavioral health services are currently only available to uninsured patients or those with Medicaid, Medicare, or ADAP. Commercial insurances are not accepted for Behavioral Health services at this time. Patients interested in behavioral health services may be placed on a waiting list.

Hudson Valley Credit Union, located at 2373 U.S. 9 in Poughkeepsie, New York, is a trusted institution offering ATM and finance services. With a focus on financial independence, they offer a competitive 5.62% APY for a 12-month term. The credit union has received awards and recognition for their dedication to their 340,000 members and their commitment to lending to military members and their dependents. HVCU is federally insured by the NCUA and offers insurance products through InsureOne Insurance Services America, LLC. They are dedicated to providing a website that is accessible to all, in accordance with W3C WAI's Web Content Accessibility Guidelines. Please note that access to Internet Banking and Mobile Banking is restricted to authorized members only.

PAYOMATIC is the largest and most convenient provider of check cashing and financial services in New York. With nearly 140 stores located throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, we offer a wide range of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, and prepaid debit cards. Visit a PAYOMATIC store near you today to access these services. Manage your money easily with the inPOWER Prepaid Mastercard, issued by The Bancorp Bank, N.A. Link your card and have access to features such as checking your balance, viewing transactions, and sharing money 24/7 with speed, convenience, and security. The Pay-O-Matic Corp. is licensed as a Money Transmitter by the New York State Department of Financial Services and the New Jersey Department of Banking, offering bill payment and prepaid services under its Pay-O-Matic Payment System business unit. Additionally, Pay-O-Matic Check Cashing Corp. is licensed by the Superintendent of Financial Services and is an authorized agent of Money Transmitters such as The Pay-O-Matic Corp. and Western Union Financial Services, Inc. Rapid Armored Corp., a subsidiary of The Pay-O-Matic Corp., is licensed as an Armored Car Carrier by the United States Department of Transportation and the New York State Department of State. Rest assured that The Pay-O-Matic Corp. and its subsidiaries prioritize the privacy and security of your personal information, disclosing it only as permitted by law.

Loan Till Payday Online is a financial service provider located at 322 Cherry St, Jamestown, NY. Our primary goal is to connect individuals facing urgent financial needs with potential lenders who can offer various loan options. It’s important to note that Loan Till Payday Online itself is not a lender and does not engage in any lender-related activities, such as making credit decisions or servicing loans. Instead, we serve as a bridge between consumers and a network of financial service providers.

Business Description for Loan Till Payday Online Located at 25 N Hamilton St, Poughkeepsie, NY 12601, United States, Loan Till Payday Online is a finance-focused local business dedicated to connecting individuals with financial service providers who may be able to assist with urgent financial needs. The services offered by Loan Till Payday Online are administrative in nature, often referred to as "lead generation," and are provided at no cost to consumers.

Loan Till Payday Online is a finance service provider located in the heart of Ithaca, NY, at 105 W State St. Specializing in connecting consumers with financial service providers, Loan Till Payday Online offers an administrative service that helps individuals find potential lenders who may be able to address their financial needs.

Loan Till Payday Online is a dedicated financial service provider located in Rome, NY, offering a streamlined process to connect individuals with a network of lenders. We specialize in facilitating access to short-term financial solutions, ensuring that you are matched with a lender who can meet your specific financial needs. Our services are administrative in nature, focusing on lead generation to connect consumers with potential lenders.Important Information:- Financial Advice: If you are experiencing serious financial difficulties, we strongly recommend seeking professional financial advice or exploring other alternatives before considering a payday loan. - Site Visit Recordation Technology: Our website utilizes Site Visit Recordation Technology, including third-party services like Jornaya’s LeadiD, to document site visits. By using our website, you consent to this technology.- Not a Lender: It’s important to note that Loan Till Payday Online is not a lender or an agent of any lender. We do not take loan applications, make credit decisions, or engage in any lender-related activities. Our role is to connect you with financial service providers who can assist you with your financial needs.- Free Service: Our services are offered to you free of charge. Lenders and financial service providers pay a fee to be connected with consumers, often through a bidding model similar to Google AdWords.- Tribal Lending Enterprises (TLEs): In some cases, you may be connected to a TLE, which is subject to tribal and certain federal laws but immune from state laws, including usury caps. TLEs may have higher rates and fees, and may require dispute resolution in a tribal jurisdiction. Always review and understand the terms of any loan before accepting it.- Credit Checks: By submitting your information, you authorize us and our network of lenders to perform a credit check, which may involve verifying your social security number, driver license number, or other identification, and reviewing your creditworthiness through major credit bureaus like Experian, Equifax, and TransUnion, as well as alternative credit bureaus like Clarity and DataX.- APR and Loan Terms: Our network of lenders offers loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR is 35.99%. Loan terms range from a minimum repayment plan of 12 months to a maximum of 30 months. Example: A loan amount of $4,300.00 at an APR of 35.99% would result in 30 monthly payments of $219.36, totaling $6,581.78.- Lender’s Disclosure: When a lender offers you a loan, they will provide all necessary documents detailing fees, rates, and terms, including any potential late-payment fees and options for refinancing or renewing the loan, if applicable. Loan terms are determined solely by the lender based on their policies and applicable law.At Loan Till Payday Online, our goal is to provide a seamless connection between consumers and lenders, helping you find the financial solution that fits your needs. Please remember to review all loan terms carefully and only accept loans that you can afford to repay.

Loan Till Payday Online is a finance business located at 73 Webster St, North Tonawanda, NY 14120, specializing in connecting consumers with financial service providers. The business operates primarily through its website, which uses advanced Site Visit Recordation Technology, including third-party technologies like Jornaya’s LeadiD, to memorialize site visits. Important Information:

Loan Till Payday Online is a finance-focused business located in the heart of Elmira, NY, at 110 N Main St. Specializing in connecting individuals with financial service providers, our primary goal is to assist consumers in finding short-term financial solutions tailored to their needs. Our services are purely administrative, often referred to as "lead generation," and are provided at no cost to the consumer.

Loan Till Payday Online, located at 1608 Pine Ave in Niagara Falls, NY, is a finance service that connects individuals with financial service providers who may be able to assist with their financial needs. As an administrative service offering lead generation, Loan Till Payday Online operates by connecting consumers with lenders and other financial service providers who pay a fee for these connections.

Loan Till Payday Online is a finance-focused business located in Watertown, NY, offering administrative services to connect consumers with financial service providers. Please note that the owner of this website is not a lender and does not engage in any lender-related activities. Instead, the business functions as a lead generation service, helping individuals find potential lenders.