The 30 Best Financial planning workshops in New York

Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.

Unified Retirement Planning Group is a leading finance institution located at 59 Sunset Drive in Briarcliff Manor, New York, United States. Our team of expert financial advisors specializes in retirement planning, helping clients navigate the complexities of preparing for their golden years. With personalized strategies and a commitment to excellence, we strive to provide our clients with peace of mind and financial security as they transition into retirement. Contact us today to start planning for your future.

College Planning 101, Inc. is a finance institution located at 1131 State Route 55 in Lagrangeville, New York, United States. Our team of professionals provides expert guidance, college planning tools, and personalized attention to help students choose the right college that fits their social, academic, and financial needs. With our proprietary process, we ensure that students are successful in their college plans. With over $1.7 Trillion of student loan debt in the United States, applying to college has become a stressful experience for students and parents. College Planning 101 is here to make the overwhelming easier. Our trained professionals work with students nationally and internationally to make college affordable and ensure that no free money is left behind.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Novella Prep College Planning is a renowned institution located at 411 Theodore Fremd Avenue in Rye, New York, United States. We specialize in providing comprehensive college planning services to help students navigate the complex process of preparing for higher education. Our team of experienced counselors offers personalized guidance on choosing the right colleges, preparing for standardized tests, writing compelling essays, and securing financial aid. With our expert support, students can confidently embark on their journey towards achieving their academic and career goals.

College Planning of Westchester is a premier institution located at 200 Business Park Drive in Armonk, New York. We specialize in helping students and families navigate the complex college admissions process. Our team of experienced counselors provide personalized guidance on selecting the right colleges, preparing for standardized tests, crafting standout applications, and securing financial aid. With a focus on individualized attention and a commitment to student success, College Planning of Westchester is dedicated to helping students reach their academic and career goals.

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

College Aid Planning Associates Inc is a finance institution located at 4 Executive Park Drive in Albany, New York. Our team of experts is dedicated to helping families navigate the complex world of college financial planning. We offer personalized guidance and support to help students and their families make informed decisions about paying for higher education. Whether you need help with financial aid applications, scholarship searches, or creating a college savings plan, we are here to help. Contact us today to learn more about how we can assist you in achieving your college financial goals.

Financial Guides Of The Northeast is a leading finance institution located at 105 West Bay Plaza in Plattsburgh, New York. Our team of expert financial advisors is dedicated to providing personalized guidance and support to help clients achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or wealth management, our experienced professionals are here to help. Trust Financial Guides Of The Northeast to provide you with the knowledge and resources you need to secure your financial future.

Modern Financial Care is a trusted institution located at 76 West Railroad Avenue in West Haverstraw, New York, United States. Specializing in accounting and finance, we offer intelligent and personal assistance to help you achieve the financial results you've always desired. Founded in 1951 by our Grandfather, our firm is dedicated to providing clients with the care and advocacy they deserve. We understand the importance of reducing stress and improving financial outcomes, which is why we offer comprehensive services such as tax filing, bookkeeping, payroll, and annual compliance.

Louis Curci: Primerica - Financial Services is a reputable finance and insurance agency located at 1662 New York 300 in Newburgh, New York. With a focus on providing financial services to individuals and families, the institution offers a range of products and services including investment planning, retirement planning, life insurance, and more. The team at Louis Curci: Primerica is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for the future or protect your loved ones with insurance coverage, Louis Curci: Primerica is here to assist you every step of the way. Visit their office today to learn more about the services they offer and how they can help you achieve financial success.

Neighborhood Trust Financial Partners is a finance institution located at 530 West 166th Street in New York, New York, United States. They provide financial services and resources to individuals and families in the local community, helping them to build financial stability and achieve their goals. With a focus on empowering clients to make informed financial decisions, Neighborhood Trust Financial Partners offers a range of services such as financial coaching, credit building, and access to affordable financial products. Their mission is to promote economic opportunity and financial inclusion for all members of the community.

The Community Action Planning Center is a non-profit organization located at 226 North School Street in Carthage, New York. Our mission is to empower individuals and families in need through various programs and services. From providing assistance with housing and employment to offering educational workshops and resources, we are dedicated to helping our community thrive. Visit us today to learn more about how we can support you on your journey towards a brighter future.

The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.

The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.

Nalini Sing: Primerica - Financial Services is a reputable finance and insurance agency located at 158-01 Cross Bay Boulevard in New York, United States. With a focus on providing high-quality financial services, Nalini Sing and her team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Nalini Sing: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to start securing your financial future.

Excelsis College Financial Aid Services, located at 77 Broadway in Amityville, New York, is a leading institution in providing financial aid services for students pursuing higher education. Our dedicated team of finance experts works tirelessly to help students navigate the complex world of financial aid, scholarships, and grants to make their education more accessible and affordable. Whether you are a current student or a prospective one, Excelsis College Financial Aid Services is here to support you in achieving your academic and career goals. Contact us today to learn more about how we can assist you in securing the financial assistance you need for your education.

Primerica Financial Services is a finance institution located on 115th Avenue in New York, United States. As a leading provider of financial services, Primerica offers a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance options, Primerica has the expertise and resources to help you make informed decisions and secure your financial future. With a commitment to financial education and empowerment, Primerica is dedicated to helping clients build a solid financial foundation and achieve long-term success.

Welcome to Financial Forensic Investigations: Unrivaled Expertise in Financial Forensics Located at 31 Dock Road, Remsenburg-Speonk, New York, Financial Forensic Investigations is your premier destination for expert financial forensic services. Founded by Mr. Levine, a seasoned professional with 45 years of experience as both an accountant and an attorney, our firm offers unparalleled expertise in financial forensic examinations and litigation support.

Welcome to Amherst Financial Training, your premier destination for comprehensive financial education and professional development in Amherst, New York. Conveniently located at 119 Berryman Drive, our facility is dedicated to empowering individuals and businesses with the knowledge and skills necessary for financial success. At Amherst Financial Training, we offer a wide range of courses and workshops tailored to meet the diverse needs of our community. Whether you're a beginner looking to understand the basics of personal finance or a seasoned professional seeking advanced training in investment strategies, our expert instructors provide engaging and practical learning experiences.

Welcome to Securing Life l Financial Education, Money Tools & Advice, your trusted partner in navigating the complex world of finance. Located conveniently at 77 Water Street in the heart of Manhattan, New York, we are dedicated to empowering individuals and families with the knowledge and tools they need to achieve financial security and success. At Securing Life, we understand that financial literacy is the cornerstone of a stable and prosperous future. That's why we offer a comprehensive suite of services designed to educate and guide you through every stage of your financial journey. Whether you're just starting out or looking to refine your financial strategies, our expert team is here to provide personalized advice tailored to your unique needs and goals.

Welcome to Financial Education Services, your trusted partner in financial literacy and empowerment, located at 663 Howard Avenue, Brooklyn, New York. Our mission is to equip individuals and families with the knowledge and tools necessary to achieve financial stability and success. As a leading provider of financial education in the community, we offer a wide range of services designed to meet your unique needs, including budgeting workshops, credit counseling, debt management strategies, and investment guidance. At Financial Education Services, we believe that everyone deserves access to quality financial education, regardless of their background or current financial situation. Our team of experienced financial experts is dedicated to providing personalized support and practical solutions to help you navigate the complexities of personal finance with confidence.

Cancer Care is a healthcare institution located at 55 Palmer Avenue in Bronxville, New York, United States. As a doctor's office specializing in oncology, we provide comprehensive support for individuals with cancer, their caregivers, loved ones, and the bereaved. Our team of professional oncology social workers offers free emotional and practical assistance, as well as resources and information on over 150 cancer diagnoses and topics. At Cancer Care, we strive to continue offering free programs and services to all those affected by cancer. We also provide limited financial assistance for cancer-related costs such as transportation and child care. Our oncology social workers can help connect you with resources to alleviate financial burdens.

SCORE, located at 145 College Road in Suffern, New York, is a finance institution that provides free confidential mentoring and local workshops on various business topics. Additionally, they offer online resources such as webinars for entrepreneurs and small business owners. As they celebrate their dedicated volunteers, SCORE encourages individuals to give back by becoming a mentor. They believe that anyone can start and manage a successful small business, but recognize that the journey may be more challenging for some.

Women In Development is a finance institution located at 555 8th Avenue, New York, New York, United States. Our mission is to empower women through financial education, resources, and support. We offer a range of services including financial planning, investment advice, and access to funding opportunities. Our team of experts is dedicated to helping women achieve their financial goals and build a secure future for themselves and their families. Join us in our mission to promote gender equality and economic empowerment for women everywhere.

OnPepper is a leading finance institution located at 48 Wall Street in New York, New York. Specializing in a wide range of financial services, OnPepper is dedicated to providing expert advice and tailored solutions to meet the unique needs of our clients. With a team of experienced professionals and a commitment to excellence, OnPepper is the go-to destination for all your financial needs. Whether you're looking for investment opportunities, wealth management services, or financial planning advice, OnPepper has you covered. Visit us today and experience the difference that our personalized approach can make in achieving your financial goals.

Markets Group is a finance institution located at 44 East 32nd Street in New York, New York, United States. They specialize in providing expert financial services and solutions to a wide range of clients. With a team of experienced professionals, Markets Group is dedicated to helping individuals and businesses navigate the complex world of finance and investments. Their comprehensive approach and personalized strategies ensure that each client receives tailored advice and support to help them achieve their financial goals. Whether you are looking to grow your wealth, manage your investments, or plan for the future, Markets Group is here to help you every step of the way.

SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.

SCORE, located at 26 Federal Plaza in New York City, is a finance institution that offers free insights and knowledge to small business owners and entrepreneurs looking to start a business. With over 80 experienced mentors from various industries, SCORE NYC was named the 2024 Regional Chapter of the Year for its impact and support of local small businesses in the Greater NYC area. The institution is dedicated to helping clients succeed and is always looking for new mentors to join their team. SCORE also hosts events like the National Small Business Week Virtual Summit, providing educational webinars, resources, and networking opportunities. They offer specialized resources and mentoring approaches through their SCORE for All platform to meet the diverse needs of entrepreneurs. Since 1964, SCORE has mentored over 11 million small business owners. They offer workshops on topics like Federal Government contracting, Intellectual Property protection, and starting a business in the food industry. Additionally, they have programs like the Advisory Board Program for established small businesses and Money 101 for women looking to increase their financial knowledge. SCORE NYC is funded in part by a Cooperative Agreement with the U.S. Small Business Administration.

Bill Eschen is a renowned finance institution located at 400 Bedford Road in Pleasantville, New York. With a reputation for excellence and expertise in the financial industry, Bill Eschen offers a wide range of financial services to clients in the United States. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the professionals at Bill Eschen are dedicated to helping you achieve your financial goals. Contact them today to see how they can assist you in securing your financial future.