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Financial Advisors in New York (NYC), New York (New York County)

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
Thinking Big Financial
New York City, NY

Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discip... See More

Schnall Advisory Services
New York City, NY

Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals liv... See More

Francis Financial
New York City, NY

Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Ou... See More

The Rockledge Group
New York City, NY

The Rockledge Group is an investment management firm specializing in alternative and sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantita... See More

Highlights: Investment Services, Active ETFs, ETFs, MBA, Independent Investment Advisor, Investment Consulting, Portfolio Management, Stocks, Alternative Assets
Patt Capital Management LLC
New York City, NY

Secure capital growth , private placement.
Venture capital placement.

Highlights: MBA, Investment Consulting
Sparrow Wealth Management
New York City, NY

Sparrow Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission, provides asset management and financial planning services for a select clientele nationwide. Our mission is to help you find freedom and peace in ... See More

Highlights: Comprehensive Financial Planning, Professional Wealth Management, Investment Services, Passive Investment Strategies, Investment Consulting, IRA, Wealth Management, Fee Only, Certified Financial Planner, Retirement Planning

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

Highlights: Family Financial Planning, Certified Financial Planner, Income Tax Planning, Estate Planning, Investment Services, CFP ®, MBA, Registered Life Planner ®, Professional Wealth Management, Sudden Money Institute Advisor, Retirement Planning
&Wealth
New York City, NY

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found fin... See More

Luesink Stenstrom Financial
New York City, NY

Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm off... See More

Tribeca Financial Planning LLC
New York City, NY

Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recomm... See More

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorne... See More

Polero ICE Advisers LLC
New York City, NY

Kimerly Polak Guerrero, CFP, MBA, RICP
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financial filosophy
New York City, NY

Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's princip... 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

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