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Financial Advisors in New York

Taylor Rafferty LLC
New York City, NY

Business Address: 111 Broadway, 12th Floor, New York, NY, 10006, USA
As the leading cross-border Investor Relations firm, Taylor Rafferty offers the finest in all phases and facets of investor relations, as well as capital markets goals and communic... See More

Highlights: Investment Management

Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our r... See More

Highlights: CFP ®, Investment Services, Passive Investment Strategies, Fee Only, Comprehensive Financial Planning, Independent Investment Advisor, Stocks, Fiduciary, Investment Consulting, ETFs, Investment Policy Statements, 403B Plans, Sustainability, Certified Financial Planner, 401K Consulting, Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning

Full Service Financial Consultant and Retirement Income Planning Specialist

Highlights: Retirement Distribution Plan, Comprehensive Financial Planning, Sustainability, Annuities & Life Insurance, Women's Issues, Retirement Planning, Debt Management, Special Needs Planning, Advanced Tax Planning Strategies, Investment Policy Statements, Investment Services, Disability Income & Long Term Care Insurance, Synergistic Portfolio Planning, Pension Plan Design & Management, Professional Wealth Management, Income Tax Planning, Investment Consulting, Charitable Planning, Asset Protection, Passive Investment Strategies

Welcome to RJM Investments.

I founded RJM Investments in 2002 to bring my own style of personalized, objective and careful portfolio management to Capital District professionals. Most importantly, I offer independent, fee-only investment advice.
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Highlights: Investment Services, Sustainability, Retirement Distribution Plan, 403B Plans, Disability Income & Long Term Care Insurance, Investment Policy Statements, Mutual Funds, 401K Consulting, Socially Responsible Investments, Independent Investment Advisor, Investment Consulting, Fee Only, Fiduciary, IRA, Annuities & Life Insurance

Trendline Financial Solutions is a Fee Only Financial Planning Practice specializing in Family Financial Planning and life changing events such as Divorce, New Baby, Loss of Loved One. As a Fee Only Planning Firm, we do not earn any commissions on pr... See More

Highlights: Wealth Management, Women's Issues, College Planning, Family Financial Planning, Retirement Distribution Plan, Investment Consulting, Comprehensive Financial Planning, 401K Consulting, Annuities & Life Insurance, Fee Only, Young Investors, Stocks, IRA, Passive Investment Strategies, Investment Policy Statements, Divorce Planning, Retirement Planning, Investment Services, Middle Income, Mutual Funds

Kevin McLoughlin, CFP
Arista Wealth Advisors, LTD. is an independent, fee-only wealth management firm located in Albany, New York. Since being established in 1988, the firm has been committed to providing comprehensive financial planning and investm... See More

Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solut... See More

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed in... See More

Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients li... See More

Gregory Fetters, CFP, CPA/PFS
Our mission is to help our clients fulfill their life's most important values by achieving their financial goals. The firm specializes in providing fee-only financial planning services and investment advice to individua... See More

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fe... See More

Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an aver... See More

Weiss Financial Group
Mahopac, NY

Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing object... See More

G-Squared Advisory LLC
Mamaroneck, NY

Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estat... See More

ADV Investment Management
Mount Kisco, NY

Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's uni... See More

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