Financial Planners in New York - ViewLocate

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Heron Wealth, New York

New York / New York / United States

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Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996, Heron Wealth currently manages $355 million of our clients assets. Over the years David has assembled a team of highly professional financial planners and wealth advisers who provide financial advice to more than 120 client families. The core values of our firm are integrity and transparency. We take care of the wealth of our families and friends and we take that responsibility very seriously. As a fiduciary we always put our clients’ interests first. This is the only way in which we can provide unbiased, transparent advice. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. That means that before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.

Patrick J Devaney - Ameriprise Financial Services, Inc. photos

Patrick J Devaney - Ameriprise Financial Services, Inc., Jefferson Valley

Jefferson Valley / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Cortburg Retirement Planning photos

Cortburg Retirement Planning, New York

New York / New York / United States

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Cortburg Retirement Planning has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives. We accomplish this task and objective utilizing the latest trading and financial planning technology and experience.

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FDM Wealth Management, Smithtown

Smithtown / New York / United States

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FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. Being fully independent, FDM devotes more attention to a select group of client and provides them with suitable strategies for their particular needs. We are truly independent, offering no proprietary products.

Edward Jones - Financial Advisor: Michael ODonovan photos

Edward Jones - Financial Advisor: Michael ODonovan, Somers

Somers / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Tom Casey photos

Edward Jones - Financial Advisor: Tom Casey, Mahopac

Mahopac / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Michael J. Germano, IV CFP, ChFC photos

Michael J. Germano, IV CFP, ChFC, New York

New York / New York / United States

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Financial Planners

Michael Germano, CFP, ChFC is a graduate of the Wharton School, University of Pennsylvania (Honors) who has a background in financial planning, entrepreneurship and insurance. He was with Citigroup for over ten years and in the financial services industry since 2003. His clientele includes business owners and high net worth investors.

Michael Carter - Ameriprise Financial Services, Inc. photos

Michael Carter - Ameriprise Financial Services, Inc., Port Chester

Port Chester / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Peter Catenacci - Ameriprise Financial Services, Inc. photos

Peter Catenacci - Ameriprise Financial Services, Inc., New York

New York / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Cetera Investors - Greenwood photos

Cetera Investors - Greenwood, Latham

Latham / New York / United States

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I attribute my passion for working with families to raising my two boys with my wife of 22 years. I met my wife in Saratoga through mutual friends and settled back in my home town of Glens Falls, NY. We love that small town feel that comes with living in Glens Falls and that’s why we chose to raise our two sons here. I enjoy spending time with my family and friends, and enjoy being a part of the community, as I am actively involved with the Grandstanders, Glens Falls Booster Club. Some of my favorite hobbies include golfing, camping, traveling, and of course attending some baseball games with my sons. When I’m not with my family, I’m helping young families, baby boomers, and recent retirees plan for their future goals. I have been in the financial services industry since I graduated from Siena College in 1995 with a Bachelor of Science degree in Finance, and have come across a wide variety of areas that I am able to assist my clients in. Whether my client is an individual, a family, or a small business, I really enjoy working closely with each of them to make recommendations that help them achieve their specific needs and goals. I also recognize that my clients’ needs change over time and that’s why I emphasize an ongoing long-term relationship with them and encourage regular communication between us.

Beacon Wealth Management, Inc. photos

Beacon Wealth Management, Inc., Melville

Melville / New York / United States

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Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Beacon Wealth Management, Inc., we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.

J. Mark English - Ameriprise Financial Services, Inc. photos

J. Mark English - Ameriprise Financial Services, Inc., Port Chester

Port Chester / New York / United States

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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.

Joseph P Lombardi - Ameriprise Financial Services, Inc. photos

Joseph P Lombardi - Ameriprise Financial Services, Inc., Port Chester

Port Chester / New York / United States

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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Miller Financial Services photos

Miller Financial Services, Lewiston

Lewiston / New York / United States

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Helping our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

National Securities Corporation photos

National Securities Corporation, New York

New York / New York / United States

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Welcome to National Securities Corporation. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisors mission is to enhance your life by helping create sound, financial strategies.

Young America Capital photos

Young America Capital, Mamaroneck

Mamaroneck / New York / United States

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Young America Capital, LLC is a FINRA/SEC licensed broker dealer based in the New York metro area serving the investment banking needs of early stage and middle market companies. We also offer specialized services to both funds and investors in the Alternative Investment arena. Through its team of experienced investment banking advisors and funds marketing executives, Young America provides customized services to raise debt and equity capital, engage in buy and sell side mergers & acquisitions, and secure institutional capital commitments for established or new alternative fund managers. We encourage you to explore our site and learn more about the services we provide. Please feel free to contact us if you have any questions or would like more information on our firm. We look forward to hearing from you.

Carminucci Wealth Management photos

Carminucci Wealth Management, Croton Falls

Croton Falls / New York / United States

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Financial Planners

We provide sound advice for creation, maintenance, and growth in the areas of Retirement Accumulation Strategies, College Savings Plans, Management of Annuities, Stocks and Bonds, and Tax Liability Issues. With personal attention, we work with both individuals and groups to deliver uncompromised levels of service and success.

Bryant Park Wealth Advisors - Ameriprise Financial Services, Inc. photos

Bryant Park Wealth Advisors - Ameriprise Financial Services, Inc., New York

New York / New York / United States

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A high touch client experience combined with customized strategies to help you live your best life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

ODonnell & Cullen Property Tax Consultants photos

ODonnell & Cullen Property Tax Consultants, Scarsdale

Scarsdale / New York / United States

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Richard O’Donnell knows the business of assessing property equitably. He has a deep understanding of the process and the perspectives of homeowners and local municipalities. It is this experience and expertise that makes us uniquely qualified to help you. Working closely with Richard over the years, partner Mike Cullen has streamlined the business using his expertise in a number of different technologies, making the entire process that much more efficient.

Formanek Peter, CPA photos

Formanek Peter, CPA, Mamaroneck

Mamaroneck / New York / United States

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Weinstein & Formanek, PC is a consulting, financial services and accounting company based in Larchmont. It serves businesses and individuals with services including computer consulting, financial planning, general accounting and tax preparation. Visit the Web site for a comprehensive list of available services, or call the number provided to schedule an appointment.