Financial Planners in New York State

76 listings statewide

Searching for Financial Planners across New York State? LocalAgility lists 76 listings spanning 56 cities — jump to your city below or browse the full list.

3rd Eye Holdings

21 Orian Pl
(516) 277-1919

3rd Eye Holdings is listed as Financial Planners in Glen Cove

American Asset Recovery Sltns

651 Delaware Ave
(716) 748-8630

American Asset Recovery Sltns is listed as Financial Planners in Buffalo

American Express Financial

5500 Main St # 209
(716) 633-2336

American Express Financial is listed as Financial Planners in Williamsville

American Express Financial Advisors

4100 Vestal Rd
(607) 729-3592

American Express Financial Advisors is listed as Financial Planners in Vestal

American Express Fncl Advisors

200 Menard Dr # 230
(585) 241-9210

American Express Fncl Advisors is listed as Financial Planners in Rochester

American Investment Planners - Gerard Simonelli CFP

500 N Broadway Suite 260
(516) 932-5130

American Investment Planners - Gerard Simonelli CFP is listed as Financial Planners in Jericho

Ameriprise Financial

6030 Route 82

Ameriprise Financial is listed as Financial Planners in Stanfordville

Anthony Baldi & Associates

17 Limestone Dr Suite 9
(716) 626-3296

Anthony Baldi & Associates is listed as Financial Planners in Buffalo

Arndt Asset Management

11 W Main St
(716) 685-1191

Arndt Asset Management is listed as Financial Planners in Lancaster

Ashville Bay Marina

2500 Route 394
(716) 763-6676

Ashville Bay Marina is listed as Financial Planners in Ashville

Asia Source Capital

78 Forest Ave
(516) 609-2912

Asia Source Capital is listed as Financial Planners in Locust Valley

AXA Advisors - Lisa D. Miller

120 Madison Street, Suite 1900
(315) 425-6343

AXA Advisors - Lisa D. Miller is listed as Financial Planners in Syracuse

Beacon Hill Capital

90 Main St
(516) 883-4742

Beacon Hill Capital is listed as Financial Planners in Port Washington

Bernard Baruch Organizations Inc

4525 Henry Hudson Pkwy
(212) 751-7979

Bernard Baruch Organizations Inc is listed as Financial Planners in Bronx

Blue Ocean Strategic Capital

443 N Franklin St # 220
(315) 471-2672

Blue Ocean Strategic Capital is listed as Financial Planners in Syracuse

Bradley E Whisher Co

125 Wolf Rd # 224
(518) 464-6701

Bradley E Whisher Co is listed as Financial Planners in Albany

Brent Financial Group

70 Main St
(845) 297-1040

Brent Financial Group is listed as Financial Planners in Wappingers Falls

Bullard Mc Leod & Assoc

194 Washington Ave # 520
(518) 694-8400

Bullard Mc Leod & Assoc is listed as Financial Planners in Albany

Available in These Cities

Buffalo (6) · Albany (5) · Syracuse (5) · Olean (3) · Bronx (2) · Fairport (2) · Saratoga Springs (2) · Schenectady (2) · Williamsville (2) · Amherst (1) · Ashville (1) · Avon (1) · Ballston Spa (1) · Clarence Center (1) · Clifton Park (1) · Cold Spring (1) · Corning (1) · Delmar (1) · East Aurora (1) · East Greenbush (1) · Fishers (1) · Garden City (1) · Glen Cove (1) · Glens Falls (1) · Goshen (1) · Great Neck (1) · Guilderland (1) · Homer (1) · Hudson (1) · Ithaca (1) · Jericho (1) · Johnson City (1) · Kingston (1) · Lancaster (1) · Latham (1) · Locust Valley (1) · Mahopac (1) · Monroe (1) · Newburgh (1) · Pine Plains (1) and 16 more — use the listings above to find your city.

Financial Planners FAQs

Businesses listed under Financial Planners on our site offer the range of services typically associated with that category — check each listing's description and contact details for what a specific provider offers.

Compare a few listings, check how long the business has been established, look at any available ratings and reviews, confirm the business is properly licensed if applicable, and get more than one quote before committing.

Requirements vary by profession and locality — ask the provider directly about relevant state or local licensing, insurance, and certifications, and verify with the applicable New York licensing authority where one exists.

Ask about pricing, availability, insurance/licensing, references or reviews, warranty or guarantee terms, and expected timelines before agreeing to any work.

Pricing varies widely by provider, job scope, and location — request quotes directly from a few listed businesses for an accurate, up-to-date estimate rather than relying on a single average figure.

Some businesses in this category may offer emergency or after-hours service — check individual listings or call ahead to confirm availability.

Be cautious of providers who demand full payment upfront, can't provide a physical address or license information on request, or pressure you into an immediate decision — see our Consumer Guide for a fuller checklist.

Not sure how to choose? Read our Consumer Guide for tips on choosing and verifying a Financial Planners provider.

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