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    Best Financial Advisors In New York Near Me

    Brooklyn Plans Curtis Pope, CFP® | Certified Financial Planner™ | Financial Advisor Finance Driven Millennial Estates Financial Group, LLC // MEFG LLC NYC // Financial advisor Zoe Financial Drucker Wealth Management Cortburg Retirement Advisors Morgan Stanley Financial Advisors Surmanek Wealth Management, Wells Fargo Advisors MATAURO Altfest Personal Wealth Management The Financial Gym Earn Into Wealth Lionheart Financial LLC

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    1. Brooklyn Plans - Kings County

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    · 16 reviews

    81 Prospect St, Brooklyn, NY 11201

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    1. 1. Manifest abundance in 2024 with our money manifestation cards for women seeking financial freedom and wealth.
    2. 2. Empowering women to take control of their finances and achieve their goals through personalized financial plans and investment management.
    3. 3. Say goodbye to financial fear and hello to confidence and control with our solid financial planning services tailored for women.
    4. 4. Let us guide you towards financial success with our Game Plan support program and Graduate Plan for continued growth and progress.
    5. 5. Join us at Brooklyn Plans to break free from financial shame and receive reliable, independent financial advice and services designed for today's women.

    2. Curtis Pope, CFP® | Certified Financial Planner™ | Financial Advisor - Manhattan

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    · 29 reviews

    50 W 77th St, New York, NY 10024

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    3. Heron Wealth - Manhattan

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    · 21 reviews

    12 E 49th St 18th floor, New York, NY 10017

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    1. 1. Comprehensive Financial Planning: Our Certified Financial Planners provide fee-only wealth advice, tax, and estate planning tailored to your goals.
    2. 2. Client-Centered Approach: Your aspirations inspire us. Our team of advisors meets you wherever you are on life's path.
    3. 3. Expertise and Trust: With over 20 years of experience, Heron Wealth acts as a fiduciary, always in clients' best interests.
    4. 4. Proven Results: Clients have seen their investments grow significantly under our stewardship, providing peace of mind for retirement.
    5. 5. Highly Recommended: Our professional and friendly team delivers high-quality advice, as confirmed by glowing reviews and satisfied clients.

    4. Finance Driven - Manhattan

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    · 17 reviews

    90 Broad St, New York, NY 10004

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    1. 1. Expert financial insights and strategies from experienced professionals to maximize profits and minimize tax liabilities for your business.
    2. 2. Customized finance programs tailored to provide clarity, confidence, and exponential growth for your organization.
    3. 3. Exceptional service in times of crisis, helping businesses secure government loans, manage cash reserves, and develop cash flow forecasts for stability and growth.
    4. 4. Significant tax savings through proactive tax planning, saving thousands of dollars annually and optimizing financial resources for business success.
    5. 5. Efficient and effective tax planning services with quick turnaround times, reducing tax liabilities and maximizing financial resources for business growth and profitability.

    5. Millennial Estates Financial Group, LLC // MEFG LLC NYC // Financial advisor - Queens

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    · 9 reviews

    217-04 Northern Blvd Ste 24, Bayside, NY 11361

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    1. 1. Expertise and Experience: With over 10 years in finance, Kristen S. Han, CPA CFP® offers top-notch financial and tax planning services.
    2. 2. Personalized Approach: Kristen focuses on making small tweaks to your financial plan for monumental changes in your future.
    3. 3. Community Commitment: Kristen donates 10% of profits and welcomes client input on charitable causes to support.
    4. 4. Comprehensive Services: From brokerage accounts to insurance programs, Kristen provides a holistic approach to financial planning.
    5. 5. Accessible and Secure: Meet with Kristen over video calls from anywhere in America, with highly secure electronic document sharing.

    6. Zoe Financial - Manhattan

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    · 28 reviews

    31 W 34th St, New York, NY 10001

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    1. 1. Trustworthy advisors: Find vetted, fiduciary financial advisors to help you invest wisely and securely.
    2. 2. Efficient account setup: Open and fund your investment account in minutes, avoiding the long wait times of traditional platforms.
    3. 3. Track your financial health: Easily monitor your net worth to make informed decisions and stay on top of your finances.
    4. 4. Maximize returns: Working with an advisor can potentially increase your annual returns by up to 3%.
    5. 5. Client testimonials: Hear from satisfied clients who found their advisor quickly and experienced top-notch service with Zoe Financial.

    7. Steven Silber, CFP®, CLTC - Queens

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    · 67 reviews

    46-08 Francis Lewis Blvd, Bayside, NY 11361

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    1. 1. Personalized Financial Planning: Let us be your trusted advisor to create a customized plan tailored to your goals and lifestyle.
    2. 2. Fiduciary Commitment: Work with us in a fiduciary capacity at all times, ensuring your best interests are always prioritized.
    3. 3. Wealth Management Expertise: Benefit from our disciplined, non-emotional approach to investment selection for long-term financial success.
    4. 4. Comprehensive Insurance Guidance: Identify and address shortfalls in life, disability, and long-term care insurance to protect your future.
    5. 5. Estate Planning Support: Create a comprehensive plan to ensure your wishes are carried out efficiently and effectively, providing peace of mind.

    8. Drucker Wealth Management - Manhattan

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    · 11 reviews

    2 Park Ave #300, New York, NY 10016

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    1. 1. Personalized Financial Planning: Let Drucker Wealth simplify your financial life with a tailored plan for your future goals.
    2. 2. Experienced Team: Benefit from a squad of professionals dedicated to building, protecting, and preserving your wealth.
    3. 3. Virtual Planning: Connect with Drucker Wealth's team remotely for expert financial guidance no matter where you are.
    4. 4. Transparent Approach: Enjoy a transparent and educational experience with Gideon and his team at Drucker Wealth.
    5. 5. Comprehensive Services: From investment strategies to insurance plans, Drucker Wealth offers a full range of financial services.

    9. Morgan Stanley Private Wealth Advisors - Manhattan

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    · 5 reviews

    1585 Broadway 21st Fl, New York, NY 10036

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    10. Cortburg Retirement Advisors - Manhattan

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    · 11 reviews

    1441 Broadway 5th floor, New York, NY 10018

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    1. 1. Expert Guidance: Cortburg offers personalized financial planning to help grow, protect, and preserve assets from first job through retirement.
    2. 2. All-In-One Services: From wealth management to retirement planning, Cortburg's experienced team covers all your financial needs under one roof.
    3. 3. Weekly Podcast: Start your week with valuable financial advice from Cortburg's complimentary and advertiser-free podcast every Monday morning.
    4. 4. Client Testimonials: Clients praise Cortburg for professionalism, expertise, and exceptional service in retirement and financial planning.
    5. 5. Data Privacy: Cortburg takes data protection seriously, ensuring the security and privacy of your personal information.

    11. Morgan Stanley Financial Advisors - Manhattan

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    · 8 reviews

    522 5th Ave 11th Floor, New York, NY 10036

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    12. Jonathan E. Taylor - Northwestern Mutual - Manhattan

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    · 56 reviews

    875 3rd Avenue 23rd Floor, New York, NY 10022

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    13. Surmanek Wealth Management, Wells Fargo Advisors - Staten Island

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    · 31 reviews

    101 Tyrellan Ave Suite 101, Staten Island, NY 10309

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    1. 1. Personalized Financial Planning: Dennis Surmanek believes in creating lasting, personal retirement plans tailored to each client's goals and dreams.
    2. 2. Local Expertise: A Staten Island native, Dennis has served the community for years, now offering independent financial advice at Richmond Wealth Management.
    3. 3. Family-Oriented: Dennis values family time and giving back to the community, reflecting his commitment to building strong, long-term relationships with clients.
    4. 4. Expertise in Retirement Planning: Wondering about investment strategies for retirement? Dennis can guide you through the process with his specialized knowledge.
    5. 5. Trusted Partner: As a member of Wells Fargo Advisors Financial Network, Dennis offers investment products and services with the backing of a reputable firm.

    14. MATAURO - Manhattan

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    · 57 reviews

    1290 6th Ave 4th floor, New York, NY 10104

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    1. 1. Expert Retirement Planning Specialists: Barrett Tabeek, Steven Vanhooker, and Adrian Pisarri hold the prestigious Retirement Planning Specialist title.
    2. 2. Comprehensive Financial Services: Equitable Advisors offers a wide range of investment advisory products and services to meet your financial needs.
    3. 3. Professional Certifications: Our team includes CFP® and CERTIFIED FINANCIAL PLANNERTM professionals who have met rigorous certification requirements.
    4. 4. Personalized Approach: Our advisors work closely with clients to develop customized financial plans tailored to their unique goals and circumstances.
    5. 5. Trusted Reputation: Equitable Advisors is a reputable firm with a long history of helping clients achieve their financial objectives.

    15. Altfest Personal Wealth Management - Manhattan

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    · 2 reviews

    445 Park Ave 6th floor, New York, NY 10022

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    1. 1. Personalized Wealth Management: Our team offers a truly objective approach, knowing you by name for tailored financial solutions.
    2. 2. Industry Recognition: With over 30 years of experience, our trailblazing team has been recognized by Barron's and Financial Times.
    3. 3. Client-Centered Approach: We place you at the core of everything we do, ensuring successful solutions by asking the right questions.
    4. 4. Expert Guidance: Drs. Phil and Judy Pfeffer, scientist and psychologist, lead our team in Warrington, PA, providing comprehensive financial planning.
    5. 5. Award-Winning Workplace: Altfest has been named one of the best places to work for financial advisors, ensuring top-notch service for clients.

    16. The Financial Gym - Manhattan

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    · 97 reviews

    134 W 25th St 2nd floor, New York, NY 10001

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    1. 1. Create a personalized financial plan with dedicated coaching to reach your goals and achieve financial freedom.
    2. 2. Transform your financial health with a money-back guarantee if your net worth doesn't increase within 6 months.
    3. 3. Experience a supportive and nonjudgmental approach to building your money muscles and achieving financial success.
    4. 4. Work with your own Best Financial Friend (B.F.F.) to develop a customized plan and receive ongoing support.
    5. 5. Join a community of clients who have achieved their financial goals with over 10 years of proven success.

    17. Earn Into Wealth - Manhattan

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    · 4 reviews

    1460 Broadway, New York, NY 10036

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    1. 1. Customized Wealth-Building: Tailored financial plans to maximize wealth potential for women executives and small business owners.
    2. 2. Expertise in Workplace Benefits: Specialized assistance with dynamic compensation packages to secure financial independence and freedom.
    3. 3. Empowering Bread-Winning Women: Essential guidance from a female advisor for building and maintaining wealth in a complex world.
    4. 4. Virtual Accessibility: Utilizing technology for convenient meetings worldwide, saving time and enhancing partnership experience.
    5. 5. Education-Driven Approach: Beyond advice, we educate on financial steps and reasons behind recommendations for informed decision-making.

    18. Lionheart Financial LLC - Manhattan

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    · 19 reviews

    420 Lexington Ave floor 15, New York, NY 10170

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