Financial Advisors in or around New York, New York

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   New York >   New York 

Premium Financial Advisors Listing

Peter Levine, CFP®, ChFC®, CLU®, Financial Advisor from New York, New York

Peter Levine, CFP®, ChFC®, CLU®

Distance: 0 miles

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you plan to reach yo...

Robert Hayden, Financial Advisor from New York, New York

Robert Hayden

Distance: 0 miles

Total Alignment Wealth Advisors is a private and independent fee-only wealth advisory firm. The firm was established in response to our founding clients' need for one truly independent family advisor. Their vision was that the family advisor should be prohibited from selling financial products and should simply provide wealth advisory services th...

Charles Failla, CFP®, Financial Advisor from New York, New York

Charles Failla, CFP®

Distance: 1 miles

Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square]. As an independent, Board Certified Financial Planner practitioner, Charles Failla, CFP(r), understands that most cases require a coordinated "team" approach to ensure all aspects of a client's financial and estate planning needs are properly coordinated and contin...

John L. Diaz, CFP, Financial Advisor from New York, New York

John L. Diaz, CFP

Distance: 2 miles

At Premier Financial Advisors, we proactively help individuals and families build, preserve, and manage wealth. As a client of Premier Financial Advisors, you will have a dedicated financial advisor who will consult with you, educate you, and guide you through the financial decisions that will make a difference in your life and the lives of you...

Robert Colon, Financial Advisor from New York, New York

Robert Colon

Distance: 3 miles

At Legacy Care Wealth, we create comprehensive financial plans that fully capture your current and future wealth picture. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. We take pri...

Gregg Eisenstein, Financial Advisor from New York, New York

Gregg Eisenstein

Distance: 6 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

James Shagawat MBA, CFP®, ChFC®, Financial Advisor from New York, New York

James Shagawat MBA, CFP®, ChFC®

Distance: 14 miles

Our role at Baron Financial Group is to help accumulate assets, preserve wealth, organize your financial affairs, and make sure you are well-prepared for any circumstances you may encounter. Our investment strategies use proven Nobel Prize winning principles of asset allocation and risk management to build broadly diversified customized portfoli...

Timothy Watters, Financial Advisor from New York, New York

Timothy Watters

Distance: 14 miles

Watters Financial Services is an independent Registered Investment Advisory (RIA) firm since 1989. We are a boutique investment advisory firm offering Wealth Management services to high net worth individuals. Wealth Management combines managing investments with ongoing comprehensive financial planning with periodic (usually quarterly)reviews. We ...

Ed Reaven, Financial Advisor from New York, New York

Ed Reaven

Distance: 14 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Ed Reaven, Financial Advisor from New York, New York

Ed Reaven

Distance: 14 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

James J. Di Gesu, Financial Advisor from New York, New York

James J. Di Gesu

Distance: 17 miles

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and e...

Robert Centrella, CFA, Financial Advisor from New York, New York

Robert Centrella, CFA

Distance: 20 miles

Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services to private clients and select institutions with investable assets greater than $500,000. We deliver customized investment services and financial adv...

Gregg Eisenstein, Financial Advisor from New York, New York

Gregg Eisenstein

Distance: 20 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Andrew Aran, Financial Advisor from New York, New York

Andrew Aran

Distance: 23 miles

Our mission is to assist individuals, families, & institutions with identifying, understanding, and pursuing their financial goals and objectives. As wealth grows, it requires appropriate attention to a variety of areas including cash management, asset diversification, legal & estate issues, charitable planning, and management of the risks that may...

Michael Green, CFP®, AWMA®, Financial Advisor from New York, New York

Michael Green, CFP®, AWMA®

Distance: 23 miles

Wechter Feldman Wealth Management is committed to establishing and maintaining a long-term relationship with our clients. We strive to become a trusted advisor to our clients and to provide insight and helpful advice that will allow our clients to make more informed financial decisions. We believe in the value of relationships. We view every cli...

Frank Polashock, Financial Advisor from New York, New York

Frank Polashock

Distance: 23 miles

FXP Advisory Services LLC is a full service financial planning and wealth management firm serving clients in Middlesex NJ and surrounding areas including New York City....

Scott Noyes CFA, CFP, Financial Advisor from New York, New York

Scott Noyes CFA, CFP

Distance: 26 miles

Noyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound plans, effectively implemented, will measurably improve the quality of your life. At Noyes Capital, you will only get unbiased, objective advice, with no conflict of interest. Your interests alwa...

Ed Reaven, Financial Advisor from New York, New York

Ed Reaven

Distance: 27 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

PHILIP CAPELL, CFP®, JD, MS in Tax, Financial Advisor from New York, New York

PHILIP CAPELL, CFP®, JD, MS in Tax

Distance: 28 miles

PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTA...