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Financial and Estate Planning

PSP member tips about hiring a financial advisor:

  • "If you don't need investment advice you can receive free financial counseling from the city through a non-profit service provider by calling 311. I work for Neighborhood Trust Financial Partners one of the service providers as a manager. The services are free, confidential, and high quality. They can help you review your credit, create a budget and also handle more complex issues such as managing foreclosure, contemplating bankruptcy, medical debt negotiations and student loan payments."
  • "I think it's important to understand how a Planner is compensated and if there may be any conflicts of interest. Here is a link is a link to questions to ask before hiring a Planner. It's from the CFP board website. They enforce the ethical standards that all CFPs must uphold. Consumers should be aware of what they are signing up for! If you want to pass this along it might help the folks decide on who's the best fit to help their particular situation."
  • "Most reputable financial planners should be willing to work with you on an hourly basis to do the planning part (as opposed to the investing part). There are many recommended ones on here, I got a guy who is kind but in the city. Most CFPs are going to still charge you in that 1-2k range I think for a one time plan."

 

Results 1 - 43 of 43

AboveBoard Financial Member Perk

 
246 5th Ave, Floor 5 |  Get directions
0

Advanced Corporate Solutions

 Midtown Manhattan
1155 6th Ave 11th floor,New York 10036,NY |  Get directions
1

Amber Daz - GuardHill Financial Corp.

 Midtown East
140 East 45th Street, 31st Floor,New York 10017,NY |  Get directions
2

Andrew Howard Kahner - UBS Financial

 Midtown Manhattan
1251 Avenue of the Americas, 2nd Floor,New York 10020,NY |  Get directions
3

Andrew Zimmerman, CFP - Strategies for Wealth

4

Bobby Angel - Strategies for Wealth

 Manhattan
140 Broadway 22nd Floor,New York 10005,NY
5

Carrie Rattle - Behavioral Cents

6

Carrie Rattle - Behavioral Cents

7

Charles Newman

8

Chris Sadaka - Merrill Lynch

 Jupiter, FL
900 S, US-1 Suite 400,Jupiter 33477,FL |  Get directions
9

Cinzia Laurenza - Edward Jones

 Staten Island
1150 South Avenue Ste 305,Staten Island 10314,NY |  Get directions
10

Dan Tobias - Passport Wealth Management

 Cornelius, NC
17505 W Catawba Ave #280,Cornelius 28031,NC |  Get directions
11

Danny Masiello - Ameriprise

 Staten Island
1 Teleport Dr Ste 206,Staten Island 10311,NY |  Get directions
12

David Baum - Edward Jones

 Park Slope
339A 7th Avenue,Brooklyn 11215,NY
13

David Tyler - Northwestern Mutual

 Midtown Manhattan
245 Park Avenue Suite 1800,New York 10167,NY |  Get directions
14

Evan Harnik - Strategies for Wealth

 Financial District
120 Broadway, 37th Floor,New York 10271,NY |  Get directions
15

Ford Law, PLLC

 Upper West Side
33 W 60th St, Suite 225,New York 10023,NY |  Get directions
16

Francis Financial

 Financial District
39 Broadway,New York 10006,NY |  Get directions
17

Future Perfect Planning

 Bay Ridge
564 72nd St,Brooklyn ,NY |  Get directions
18

Gina Stormont

19

Ian Yankwitt - Tortoise Investments

 White Plains
2 Westchester Park Drive, Suite 215,White Plains 10604,NY |  Get directions
20

Ingrid Strauss

21

Jacquette Timmons

22

James Miller - Horizon Harvest Financial Planning

 Gowanus
540 President St 3rd floor,Brooklyn 11215,NY |  Get directions
23

Jim Ludwick, CFP - MainStreet Financial Planning

24

Joseph Jones - Jones, Wolf & Kapasi, LLC

 Fairfield
375 Passaic Ave,Fairfield 07004,NJ |  Get directions
25

Kevin Manning

 Financial District
120 Broadway Level 37,New York 10271,NY |  Get directions
26

Kirkham Raikes PLLC

 Financial District
75 Wall Street,New York 10005,NY |  Get directions
27

Kristopher Sykes - Edward Jones

 Staten Island
1150 South Ave Ste 305,Staten Island 10314,NY |  Get directions
28

Lenox Advisors, Inc.

 Midtown Manhattan
530 Fifth Avenue, 11th Floor,New York 10036,NY |  Get directions
29

Mark Chemtob, Private Wealth Advisor - Ameriprise Financial Services, LLC

 Financial District
111 Broadway Rm 602,New York 10006,NY
30

Matt Lambdin - Method Finance

31

Michael Sangirardi, Private Wealth Advisor at Ameriprise Financial Services, LLC

 Chelsea
434 West 33rd Street, Suite 810,New York 10001,NY |  Get directions
32

Richard Colacino, CFP

 Park Slope
304 7th Avenue |  Get directions
33

Roger Ma - lifelaidout LLC

 Midtown Manhattan
909 3rd Ave #7937,New York 10150,NY |  Get directions
34

Ron Veld

35

Rosanna Guardavaccaro - Strategies for Wealth

 Financial District
120 Broadway 37th Floor,New York 10271,NY |  Get directions
36

Sal Tringali

 Long Island
6800 Jericho Turnpike Suite 202W,Syosset 11791,NY |  Get directions
37

Scott Brewster, CFP, MBA

 Park Slope
Carroll Street & 5th Avenue,Brookyn |  Get directions
38

Simon Brady

 Chelsea
21 Penn Plaza, 360 W 31st St 6th floor,New York 10001,NY |  Get directions
39

Stephanie Genkin

 Prospect Heights
594 Dean St,Brooklyn 11238,NY |  Get directions
40

The Fiscal Femme

41

Tony Corrao

42