Find Top Financial Advisors in New York, New York

Financial Advice, Investments, and Insurance. People come to me with complex financial issues. I help them understand their current situation. Together, we develop a plan to help achieve their financial needs and goals.

About Ameriprise Financial Services, LLC

Putting clients first; it's what I do I'm proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Advisor is licensed/registered to do business with U.S. residents only in the states of AZ, CA, CT, DE, FL, GA, IN, IL, IA, NC, NJ, NY, NV, MA, PA, VA. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser. An Ameriprise Financial Franchise Ameriprise Financial can not guarantee future financial results. Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark., the CERTIFIED PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice. The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

About Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals. Louis's approach to wealth management seeks to address each client's day-to-day liquidity needs, retirement income goals, and the longer-term legacy they wish to create. He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial Planner TM and Certified Private Wealth Advisor® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation. Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio analyst and then as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.

About Savvy Advisors

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Lee, Nolan & Koroghlian, LLC in 2023. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client. Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society. William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 63, 52, 53 and 24 securities registrations. He is life, accident, and health insurance licensed in NY, NJ, NC, GA and FL.

About Mml

We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Financial planning is the cornerstone of the advice and strategies I provide. I often describe it like a map, first assessing where you currently stand and where you aspire to be. Much like a GPS, my role is to guide you along the most effective path, helping you stay on track toward your goals despite life's inevitable twists and turns. Since circumstances can change unexpectedly, I believe it's crucial to regularly revisit and adjust your plan, ensuring it remains aligned with your evolving needs and aspirations. To create a truly personalized financial strategy, I begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. This involves gathering comprehensive information about your income, assets, liabilities, employer benefits, future financial goals, and any potential challenges you may face. By understanding the full scope of your unique circumstances, I can develop a customized financial plan that is precisely aligned with your priorities. I prioritize flexibility, considering key factors such as your age, career stage, family dynamics, and investment preferences. I also account for life events -- like marriage, children, home purchases, or retirement -- that can significantly influence your financial decisions. This approach ensures that your financial plan is not only proactive and adaptable but also evolves as your circumstances change. By continually monitoring your progress and making adjustments as necessary, I provide ongoing guidance that helps you stay on course and pursue your goals, no matter what life brings. When I'm not working, I enjoy spending quality time with my wife, Taylor, and our daughter, Ember. We're always looking for fun weekend activities to give her the best life experiences. Outside of family time, we enjoy hiking, traveling, and unwinding on the beach -- each offering a perfect way to recharge. Click here to schedule a complimentary meeting with me.

About BroadFront Capital Management

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation to the distribution phase of retirement. We also work collaboratively with attorneys, accountants, and other professionals to holistically address all of our clients' needs under one roof.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency. Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest. In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.

About Port Capital Management

We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.
Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.

About Procyon Partners, LLC

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals. As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities