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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 - 42 of 42

Advanced Corporate Solutions

 Midtown Manhattan
1155 6th Ave 11th floor,New York 10036,NY |  Get directions
0

Amber Daz - GuardHill Financial Corp.

 Midtown East
140 East 45th Street, 31st Floor,New York 10017,NY |  Get directions
1

Andrew Howard Kahner - UBS Financial

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

Andrew Zimmerman, CFP - Strategies for Wealth

3

Anja Luesink - LuesinkStenstrom Financial

 Midtown Manhattan
475 Park Avenue South,New York 10016,New York,New York County |  Get directions
4

Bobby Angel - Strategies for Wealth

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

Carrie Gallaway - Yorkbridge Wealth

 Financial District
80 Broad Street #1701,New York 10004,New York,New York County |  Get directions
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

David Baum - Edward Jones

 Park Slope
339A 7th Avenue,Brooklyn 11215,NY
12

David Tyler - Northwestern Mutual

 Midtown Manhattan
245 Park Avenue Suite 1800,New York 10167,NY |  Get directions
13

Elizabeth Pennington - Atwood Financial Planning

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

IM Financial

20

Ingrid Strauss

21

James Miller - Horizon Harvest Financial Planning

 Gowanus
540 President St 3rd floor,Brooklyn 11215,NY |  Get directions
22

Jerry M. Madden, Jr. - Allied Wealth Partners

23

Jim Ludwick, CFP - MainStreet Financial Planning

24

Jodi Carter, CPA - Carter CPA

 Midtown Manhattan
1120 6th Avenue 4th Floor,New York 10036,New York,New York County |  Get directions
25

Jones, Wolf & Kapasi, LLC

 Fairfield
375 Passaic Ave,Fairfield 07004,NJ |  Get directions
26

Julia Prisco

 Paramus, NJ
61 South Paramus Road Ste 360,Paramus 07652,New Jersey,Bergen County |  Get directions
27

Kellan Goldberg - Eleven Eleven Advisors

 Kips Bay
2 Park Avenue,New York 10016,New York,New York County |  Get directions
28

Kevin Manning

 Financial District
120 Broadway Level 37,New York 10271,NY |  Get directions
29

Kirkham Raikes PLLC

 Financial District
75 Wall Street,New York 10005,NY |  Get directions
30

Kristopher Sykes - Edward Jones

 Staten Island
1150 South Ave Ste 305,Staten Island 10314,NY |  Get directions
31

Lenox Advisors, Inc.

 Midtown Manhattan
530 Fifth Avenue, 11th Floor,New York 10036,NY |  Get directions
32

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

 Financial District
111 Broadway Rm 602,New York 10006,NY
33

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

 Chelsea
434 West 33rd Street, Suite 810,New York 10001,NY |  Get directions
34

Robert Troyano, CFP®, CPA - RMT Wealth Management

 Saddle Brook, NJ
299 Market Street Suite 330,Saddle Brook 07663,New Jersey,Bergen County |  Get directions
35

Roger Ma - lifelaidout LLC

 Midtown Manhattan
909 3rd Ave #7937,New York 10150,NY |  Get directions
36

Scott Brewster, CFP, MBA

 Park Slope
Carroll Street & 5th Avenue,Brookyn |  Get directions
37

Stephanie Genkin

 Prospect Heights
594 Dean St,Brooklyn 11238,NY |  Get directions
38

Susan Quigley

39

The Fiscal Femme

40

Tony Corrao

41

 

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