Certified Financial Planners
Manta has 84 businesses under Certified Financial Planners in New York
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Categorized under Certified Financial Planners
Orchard Advisors, based in Cazenovia, offers a comprehensive range of financial services since its establishment in 2016. As expert financial consultants, we provide wide-ranging plans from stocks trading services to wealth transfer planning, positioned towards safeguarding your future. Serving both individual customers and businesses alike, our aim is to cultivate smart, long-term investment strategies personalized to your needs.
We, at Orchard Advisors, stride away from a one-size-fits-all approach. Our in-depth understanding of market dynamics and a keen, personal interest in your growth sets us apart from competitors. Our firm's expertise in managing evolving financial environments provides you with a steady approach to accomplishing your financial goals.
Don't leave your financial future to chance. Visit our website orchardadvisorsny.com or call us at (315) 655-1072. Let Orchard Advisors guide you towards a stable, prosperous future filled with financial comfort and assurance.
255 Executive Drive, Suite LL100C, Plainview, NY 11803
Plainview, NY
(516) 762-7600
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Financial Planning
Helping You Make Financial Decisions
So your emotions drive your decisions. That just means you have something in common with every other person on this planet.
Our financial advisors understand this. Instead of trying to correct human nature, we harness your emotional decision making power to make better, more thoughtful decisions through behavioral finance. We seek to align your personal values – the things most important to you – with a comprehensive financial planning strategy designed to achieve your goals.
The result is NOT a product. It’s a holistic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want.
1095 6th Avenue
New York, NY
(917) 679-8627
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 Avenue of the Americas
New York, NY
(800) 872-2657
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 6th Avenue
New York, NY
(917) 326-3126
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 6th Avenue
New York, NY
(929) 536-3380
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
Traverse Capital Management LLC has a team of trusted financial advisors and financial planners serving individuals, families, and business owners in Huntington, NY. We provide personalized financial planning services designed to help you achieve your goals, whether that's retirement planning, wealth management, or growing your investments. Our team delivers expert investment management services tailored to your needs, combining disciplined strategies with a collaborative approach. As a dedicated wealth manager on Long Island, New York, we focus on clarity, transparency, and long-term success, empowering you to make confident financial decisions at every stage of life. Contact us today to get started!
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Categorized under Certified Financial Planners
Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth-now and in the future.
1095 6th Avenue
New York, NY
(347) 852-2328
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 Avenue of the Americas
New York, NY
(646) 596-5278
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
All Company Listings
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Manchester Capital Management is a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept.
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Categorized under Certified Financial Planners
875 3rd Avenue 23rd Floor, New York, NY 10022, United States
New York, NY
(347) 723-7428
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Categorized under Certified Financial Planners
Award-Winning Financial Planner & Mentor to Aspiring Financial Professionals:
Delivering Your Dreams, One Plan at a Time
Business Name: Jonathan E Taylor - Northwestern Mutual
Business Owner Name: Jonathan E Taylor
Address: 875 3rd Avenue 23rd Floor, New York, NY 10022, United States
Phone: 347-723-7428
Email: [email protected]
5 Maxwell Drive, Suite 100
Clifton Park, NY
(518) 373-7334
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
Cash, Visa, MasterCard, American, Check
"Monday 08:30 AM - 05:30 PM
Tuesday 08:30 AM - 05:30 PM
Wednesday 08:30 AM - 05:30 PM
Thursday 08:30 AM - 05:30 PM
Friday 08:30 AM - 05:30 PM
Saturday Closed - Closed
Sunday Closed"
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Categorized under Certified Financial Planners
1095 6th Avenue
New York, NY
(917) 679-8627
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 Avenue of the Americas
New York, NY
(800) 872-2657
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 6th Avenue
New York, NY
(917) 326-3126
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
1095 6th Avenue
New York, NY
(929) 536-3380
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
At Pinnacle Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:A clear understanding of their financial goals, A well-defined roadmap to help work toward achieving those goals and Ongoing advice to help adjust their roadmap when their needs change.
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Categorized under Certified Financial Planners
Serving New York, NY Daniel Kramer and associates of Kramer Financial Group, LLC are offering the following services but not limited to retirement planning, investment mamagement, tax and estate planning, personal wealth management and employee benefits.
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
Traverse Capital Management LLC has a team of trusted financial advisors and financial planners serving individuals, families, and business owners in Huntington, NY. We provide personalized financial planning services designed to help you achieve your goals, whether that's retirement planning, wealth management, or growing your investments. Our team delivers expert investment management services tailored to your needs, combining disciplined strategies with a collaborative approach. As a dedicated wealth manager on Long Island, New York, we focus on clarity, transparency, and long-term success, empowering you to make confident financial decisions at every stage of life. Contact us today to get started!
CLAIMED
Categorized under Certified Financial Planners
Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth-now and in the future.
1095 6th Avenue
New York, NY
(347) 852-2328
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 Avenue of the Americas
New York, NY
(646) 596-5278
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
110 East 59th Street
New York, NY
(212) 737-2700
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
Innovative Lab Solutions is a Custom Revenue cycle management group that focuses on cost effective profit driven results. Using smart technology and industry professionals to provide our laboratory clients a full comprehensive white glove revenue cycle solution.
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Categorized under Certified Financial Planners
Allworth Financial's Dansville office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.
1095 Avenue of the Americas
New York, NY
(516) 459-2987
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1095 6th Avenue
New York, NY
(347) 814-4101
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
Aragona Financial Strategies is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have questions or would like more information on our firm, please email or call us at (914) 337-5494. We look forward to hearing from you.
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Categorized under Certified Financial Planners
Orchard Advisors, based in Cazenovia, offers a comprehensive range of financial services since its establishment in 2016. As expert financial consultants, we provide wide-ranging plans from stocks trading services to wealth transfer planning, positioned towards safeguarding your future. Serving both individual customers and businesses alike, our aim is to cultivate smart, long-term investment strategies personalized to your needs.
We, at Orchard Advisors, stride away from a one-size-fits-all approach. Our in-depth understanding of market dynamics and a keen, personal interest in your growth sets us apart from competitors. Our firm's expertise in managing evolving financial environments provides you with a steady approach to accomplishing your financial goals.
Don't leave your financial future to chance. Visit our website orchardadvisorsny.com or call us at (315) 655-1072. Let Orchard Advisors guide you towards a stable, prosperous future filled with financial comfort and assurance.
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Categorized under Certified Financial Planners
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