Certified Financial Planner (CFP) in Holbrook, New York

Congratulations!

WiserAdvisor has qualified financial advisors serving the Holbrook, New York area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors

  • Complete the form to the right and click ?Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

sevenreasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
Privacy Policy | Terms & Conditions

Certified Financial Planner (CFP) in or around Holbrook, New York

WiserAdvisor >  Financial Advisors >   New York >   Holbrook >  Certified Financial Planner (CFP)

John Patsy, CFP, RICP, Financial Advisor from Holbrook, New York
(671 views)

I am an independent CERTIFIED FINANCIAL PLANNER? professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am... read more>>

PHILIP CAPELL, CFP, JD, MS in Tax, Financial Advisor from Holbrook, New York
(40947 views)

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... read more>>

Jeffrey C. Lewis, CFP, ChFC, CLU, Financial Advisor from Holbrook, New York
(609 views)

Service offerings :  

  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  >>

Service offerings:

  • 401K Rollovers
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Money Management
  • Portfolio Management
  • Retirement Planning

Retirement Planning is our specialty. From budgeting to Social Security Claiming Strategies, we address it all! The Wiser Advisors at Planning Financial Futures are experts on financial planning,... read more>>

Popular Articles :

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION   This is without question the most fundamental mistake made by taxpayers and their tax advisors/preparers... more

Like Your Portfolio, Your Financial Team Should be Diversified, Too

You don’t put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros making decisions about your investments together makes for... more

Best Financial Practices And How To Implement Them

By Greg Gulick, CFP® | REQUEST FREE CONSULTATION   Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted... more

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only