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.

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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.


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

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

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

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

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

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

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

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

Merrill LYNCH Wealth MGMT Mount Kisco, New York 10549 1-914-290-6639 www.local.ml.com/mount_kisco_ny Located in Westchester County	Banks Counseling Services Financial Counselors Financial Services Financing Stock and Bond Brokers

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

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

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

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

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

Financial Counselors in Adjacent States

New York Directory and Map Pages

New York Directory - New York regional directory.
New York Map - state maps of New York.

Related New York Page(s)

New York Investment Services	New York Financial Services	New York Retirement Planning Consultants & Services