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Financial Advisors in Plainview, New York (Nassau County)

Katzner Law Group
28 miles from Plainview, NY

If you or a loved one have been affected by a truck accident in Indiana, it's vital to seek experienced legal guidance immediately. An Indiana Truck Accident Lawyer at Blackburn Romey can provide you with aggressive representation and a detailed case... See More

Highlights: Estate Planning, Trust Administration Attorney, Asset Protection Attorney
Wharton Wealth Planning, LLC
28 miles from Plainview, NY
Visit Wharton Wealth Planning, LLC

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce,... See More

Highlights: Fee-Only, Passive Investment Strategies, ETFs, Investment Policy Statements, Young Investors, Asset Protection, Business Planning, Comprehensive Financial Planning, College Planning, MBA, Retirement Planning, Stocks, Divorce Planning, Sustainability, Divorce Financial Advisor, Wealth Management, IRA, Charitable Planning, Certified Financial Planner, Legacy Planning
Francis Financial
28 miles from Plainview, NY
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Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Ou... See More

&Wealth
28 miles from Plainview, NY

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found fin... See More

Luesink Stenstrom Financial
28 miles from Plainview, NY

Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm off... See More

Harmony Financial Advisors, LLC
28 miles from Plainview, NY

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

Highlights: Family Financial Planning, Certified Financial Planner, Income Tax Planning, Estate Planning, Investment Services, CFP ®, MBA, Registered Life Planner ®, Professional Wealth Management, Sudden Money Institute Advisor, Retirement Planning
Polero ICE Advisers LLC
28 miles from Plainview, NY

Kimerly Polak Guerrero, CFP, MBA, RICP
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The Rockledge Group
28 miles from Plainview, NY

The Rockledge Group is an investment management firm specializing in alternative and sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantita... See More

Highlights: Investment Services, Active ETFs, ETFs, MBA, Independent Investment Advisor, Investment Consulting, Portfolio Management, Stocks, Alternative Assets
Tribeca Financial Planning LLC
28 miles from Plainview, NY

Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recomm... See More

Patt Capital Management LLC
28 miles from Plainview, NY

Secure capital growth , private placement.
Venture capital placement.

Highlights: MBA, Investment Consulting
Sparrow Wealth Management
28 miles from Plainview, NY

Sparrow Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission, provides asset management and financial planning services for a select clientele nationwide. Our mission is to help you find freedom and peace in ... See More

Highlights: Comprehensive Financial Planning, Professional Wealth Management, Investment Services, Passive Investment Strategies, Investment Consulting, IRA, Wealth Management, Fee Only, Certified Financial Planner, Retirement Planning
IFC Personal Money Managers, Inc.
28 miles from Plainview, NY

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorne... See More

financial filosophy
28 miles from Plainview, NY

Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's princip... See More

ADV Investment Management
31 miles from Plainview, NY
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Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's uni... See More

Integrated Financial Consulting
37 miles from Plainview, NY

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a su... See More

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