Certified Financial Planner (CFP) in Woodbury, New York


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

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

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

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

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 Woodbury, New York

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>>

David Warshaw, CFP, CHFC, CLU, Financial Advisor from Woodbury, New York

BluePrint Wealth Alliance, LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. We serve individuals, families and businesses across... read more>>

John Patsy, CFP, RICP, Financial Advisor from Woodbury, New York

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>>

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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

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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