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

Aleksey Krylov
New York City, NY
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Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70... See More

Highlights: Partnerships and Business Development, Investment Consulting, Mergers & Acquisitions (M&a), Investor Relations, Strategic Planning, Business Planning, MBA, Fractional Cfo, Operating Finance, Advisory And Investment Management, Financial Planning Advice And Services
Wharton Wealth Planning, LLC
New York City, NY
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New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce,... See More

Highlights: Fee-Only, Passive Investment Strategies, ETFs, Investment Policy Statements, Young Investors, Asset Protection, Business Planning, Comprehensive Financial Planning, College Planning, MBA, Retirement Planning, Stocks, Divorce Planning, Sustainability, Divorce Financial Advisor, Wealth Management, IRA, Charitable Planning, Certified Financial Planner, Legacy Planning
Thinking Big Financial
New York City, NY
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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
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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
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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

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

Polero ICE Advisers LLC
New York City, NY

Kimerly Polak Guerrero, CFP, MBA, RICP
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