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New York Financial Counselors

 
   

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This web page lists financial counselors in the State of New York.  Before visiting any of these New York financial counselors, be sure to verify their address, hours of operation, and appointment policies (if applicable).  A financial counselor may have ceased operations or moved to a different address, and business hours can sometimes vary seasonally and during holiday periods.  So a quick phone call can often save you time and aggravation.

Related directory pages are highlighted below the New York financial counselor listings on this page.  Links to Financial Counselor directory pages for adjacent States are provided at the bottom of the page.  New York directory and map page links are also included there.


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Accu-Vest Planning Inc
Rochester, New York 14624
1-585-235-3609
www.accuvestplanning.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Anchor Capital Management LLC
Ithaca, New York 14850
1-607-272-0004
www.anchorithaca.com/
Located in Tompkins County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Angelo Planning Group LLC
Rochester, New York 14623
1-585-568-6912
www.angeloplanninggroup.com
Located in Monroe County
  • Business Services
  • Counseling Services
  • Financial Counselors
  • Financial Services

Aquamarine
New York, New York 10105
1-212-716-1350
aquamarinefund.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Arbolino Agency
Middletown, New York 10940
1-845-342-1180
arbolino.com
Located in Orange County
  • Counseling Services
  • Financial Counselors
  • Insurance

Armory Capital Management LLC
Syracuse, New York 13202
1-315-701-6452
www.armorycm.com/
Located in Onondaga County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

B C Partners Inc
New York, New York 10065
1-212-891-2899
www.bcpartners.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Loan and Financing Services

Baisys Consulting LLC
White Plains, New York 10606
1-914-682-2074
baisys.com
Located in Westchester County
  • Counseling Services
  • Financial Counselors

Barry Fox College Finance
Merrick, New York 11566
1-516-379-3232
barryfoxcollegefinance.com
Located in Nassau County
  • Counseling Services
  • Financial Counselors
  • Personal Loans

Benefit Counseling Associate
Kingston, New York 12401
1-845-339-5291
www.benefitcounselingassociates.com
Located in Ulster County
  • Financial Counselors
  • Financing

Best Times Financial Planning
Rochester, New York 14618
1-585-350-7288
besttimesfinancial.com
Located in Monroe County
  • Counseling Services
  • Estate Planning and Administration
  • Financial Counselors
  • Financial Services

Bluemountain Capital MGMT
New York, New York 10017
1-212-905-3900
bluemountaincapital.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Buffamante Whipple Buttafaro - Thomas E Buffamante Cpa
Olean, New York 14760
1-716-372-2316
bwbcpa.com
Located in Cattaraugus County
  • Accountants
  • Certified Public Accountants
  • Counseling Services
  • Financial Counselors
  • Government Contractors

Carlson Financial Group
Jamestown, New York 14701
1-716-720-4793
www.carlsonfinancialgroup.net
Located in Chautauqua County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Carlton Risk Solutions LLC
Uniondale, New York 11556
1-212-737-8361
www.carltonrisk.com
Located in Nassau County
  • Counseling Services
  • Financial Counselors
  • Insurance Consultants and Advisors
  • Insurance
  • Life Insurance
  • Pension and Profit Sharing Plans

CCG
Melville, New York 11747
1-631-249-0500
ccg1800.com
Located in Suffolk County
  • Counseling Services
  • Financial Counselors

Comprehensive Financial
East Islip, New York 11730
1-631-952-8600
comp-financial.com
Located in Suffolk County
  • Counseling Services
  • Financial Counselors

Confidential Brokerage Service Inc
Endicott, New York 13760
1-607-729-2943
www.confidentialbrokerageservices.com
Located in Broome County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Insurance
  • Retirement Planning Consultants and Services

Cooper-Haims Advisors LLC
Victor, New York 14564
1-585-248-6400
cooperhaims.com
Located in Ontario County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Retirement Planning Consultants and Services

Cultural Institution Retirement
New York, New York 10016
1-212-674-0101
cirsplans.com
Located in New York County
  • Counseling Services
  • Financial Counselors

D J PUFF Advisors Group INC
Camillus, New York 13031
1-315-488-8885
www.donpuff.com
Located in Onondaga County
  • Counseling Services
  • Financial Counselors

DLG Wealth Management
Clifton Park, New York 12065
1-518-348-0107
www.dlgwealthmanagement.com
Located in Saratoga County
  • Counseling Services
  • Financial Counselors

European Realty Corporation
New York, New York 10022
1-212-644-0794
euroinv.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Excel Securities & Associate Inc
Rochester, New York 14623
1-585-424-1247
www.excelsecurities.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Financial Design Group
Clarence, New York 14031
1-716-759-9606
fdg-inc.com
Located in Erie County
  • Counseling Services
  • Financial Counselors

Franklin Templeton Investments
New York, New York 10007
1-212-608-1608
www.franklintempleton.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Greycroft Partners LLC
New York, New York 10022
1-212-832-0117
greycroftpartners.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Hanretty Lambert & Associate - Jeffrey Hanretty Cpa
New Hartford, New York 13413
1-315-733-4339
www.jwhanrettycpa.com
Located in Oneida County
  • Accountants
  • Certified Public Accountants
  • Counseling Services
  • Financial Counselors

Hayes Asset Management LLC
Rochester, New York 14604
1-585-730-6951
hayesassetmgt.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

Heritage Financial Service LLC
Pittsford, New York 14534
1-585-419-8399
www.heritagefinancialsvc.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Insurance

HFH Planning Inc
New York, New York 10038
1-212-402-5444
www.hfhplanning.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Jamesson Associates
Scottsville, New York 14546
1-585-889-8090
jamessonassociates.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors

Kramer Financial Group- LLC
New York, New York 10018
1-212-944-4400
www.kramerfinancialgroup.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Liebel & Merle Sales Inc
Rochester, New York 14625
1-585-385-6692
www.lmsalesinc.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors

Map Estate Planning
Franklin Square, New York 11010
1-516-616-7004
www.mapestateplanning.com
Located in Nassau County
  • Counseling Services
  • Financial Counselors

Maria Fiorini Ramirez Inc
New York, New York 10017
1-212-385-1860
www.mfr.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Merchant Capital Solutions LLC
New York, New York 10001
1-212-213-5680
merchantlendingsource.com
Located in New York County
  • Business Financing
  • Counseling Services
  • Financial Counselors

Meridian Equity Partners
New York, New York 10005
1-212-500-6650
meptraders.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Michael J Cook Financial
Syracuse, New York 13206
1-315-299-8031
www.mjcfinancialservices.com
Located in Onondaga County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

NBT-Mang Insurance
Vestal, New York 13850
1-607-772-1449
www.nbtmang.com
Located in Broome County
  • Counseling Services
  • Financial Counselors
  • Financing

Net Plus Alliance
Lockport, New York 14094
1-716-438-2014
www.netplusalliance.com
Located in Niagara County
  • Counseling Services
  • Financial Counselors

Park Avenue Financial Advisors- LLC
New York, New York 10016
1-212-684-5433
parkavenuefinancialadvisors.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Management Consultants

Professional Financial Consultant
Yorktown Heights, New York 10598
1-914-455-2200
professionalfinancialconsultants.com
Located in Westchester County
  • Counseling Services
  • Financial Counselors
  • Financing

Regent Financial Group LLC
Pittsford, New York 14534
1-585-586-6800
regentfinancialgroup.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Risch Group
New York, New York 10022
1-212-759-5100
www.rischgroup.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Rockbridge Investment MGMT
Syracuse, New York 13202
1-315-671-0588
www.rockbridgeinvest.com
Located in Onondaga County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Rogers Financial Group
Rochester, New York 14623
1-585-292-9880
www.demottsmith.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Roy Milbank & Co LLC
New York, New York 10022
1-646-747-6500
www.milbankroy.com
Located in New York County
  • Counseling Services
  • Financial Counselors

Sakofsky Yegelwel PC
Rockville Centre, New York 11570
1-516-536-5200
www.sylaw.net
Located in Nassau County
  • Attorneys
  • Counseling Services
  • Financial Counselors
  • Legal Services

Seneca Financial Advisors LLC
Rochester, New York 14625
1-585-203-1211
senecafinancialadvisors.com
Located in Monroe County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Senior Network Solutions Limited
Garden City, New York 11530
1-516-739-2691
snsltc.com
Located in Nassau County
  • Counseling Services
  • Financial Counselors
  • Loan and Financing Services

Shufro Rose & Co LLC
New York, New York 10151
1-212-754-5111
www.shufrorose.com
Located in New York County
  • Counseling Services
  • Financial Counselors
  • Financial Services

Silverman Wealth Management
Poughkeepsie, New York 12601
1-845-452-9680
www.silvermanwealthmanagement.com
Located in Dutchess County
  • Counseling Services
  • Financial Counselors

Southtowns Financial Group
Orchard Park, New York 14127
1-716-662-0070
familyvalu.com
Located in Erie County
  • Counseling Services
  • Financial Counselors

Strebel & Strebel
Ithaca, New York 14850
1-607-275-1276
www.strebelcpa.com/
Located in Tompkins County
  • Accountants
  • Certified Public Accountants
  • Counseling Services
  • Financial Counselors

Wealth Design Service Inc
Rochester, New York 14618
1-585-442-3230
www.wealthdesignservices.com
Located in Monroe County
  • Accounting, Auditing and Bookkeeping Services
  • Counseling Services
  • Financial Counselors
  • Financial Services

Zerah & Co - Richard Zerah Cpa
Dix Hills, New York 11746
1-631-735-4365
www.zerahco.com
Located in Suffolk County
  • Accountants
  • Certified Public Accountants
  • Counseling Services
  • Financial Counselors
  • Tax Return Preparation

Financial Counselors in Adjacent States

New York Directory and Map Pages


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57 financial counselors listed in New York.
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New York Financial Counselors