Financial Planners near Brooklyn

1

Brooklyn Plans

81 Prospect Street, Brooklyn

Tue 10AM - 7PM

5.0 ★★★★★ 24 reviews

“I've been working with the team at Brooklyn Plans for several years, and I have nothing but praise for these professionals. I walked in with massive student loan debt, no clear idea on what my saving plan was, and had probably 5-6 401K accounts floating around without any consistency. I was clueless.
With the help from BP, I've been able to reach a debt-free status, build an impressive savings WITH additional investment avenues, and have my 401K neatly consolidated and updated with all the proper information.
I can't express my gratitude enough for this team. If you need help with your financial health, PLEASE consider Brooklyn Plans.”

View Business (917) 727-6497

2

Wealthspire

521 5th Ave 15th Floor, New York

Tue 8AM - 5PM

5.0 ★★★★★ 52 reviews

“The Wealthspire team is an outstanding group of financial professionals who provide expert advice and service to their clients. They truly work to achieve their clients’ objectives by listening closely to their goals and tolerance for risk. They do not arbitrarily push proprietary products…..they devise a strategic portfolio based on their client’s financial position and investment time horizon, and communicate closely and expertly on a continuous basis.
I highly recommend Wealthspire!”

View Business (800) 994-3766

3

Cortburg Retirement Advisors

7912 River Road Apt 514, North Bergen

Tue 8AM - 6PM

4.7 ★★★★★ 13 reviews

“A pleasure to work with. Miquel is extremely knowledgeable. Miquel is an asset to anyone he works with.”

View Business (212) 776-4094

4

Tomolonis Financial LLC

95 Christopher Columbus Dr 16th floor, Jersey City

Tue 9:30AM - 4PM

View Business (201) 600-9461

5

Premier Tax & Financial Services

121 West 27th Street Ste 1003a, New York

Tue 10AM - 6PM

View Business (212) 807-8201

6

Savant Wealth Management

545 5th Avenue Suite 1108, New York

Tue 9AM - 5AM

View Business (212) 273-0400

7

Annaly Capital Management Inc

1211 6th Avenue Suite 4100, New York

Tue 8AM - 6PM

View Business (212) 696-0100

8

Innovation Partners Wealth Management Group - Stifel

3 Bryant Park, 1095 6th Ave 3rd & 4th Floor, New York

Tue 8AM - 5PM

View Business (212) 328-2572

9

Hig Capital LLC

1271 6th Ave 22nd Floor, New York

Tue Open 24 hours

View Business (212) 506-0500

10

Dynamic Capital Management

45 Rockefeller Plaza Ste 630, New York

View Business (212) 246-9000

11

BlackDiamond Wealth Management

31 Hudson Yards 11th Fl, New York

Tue 8AM - 6PM

View Business (212) 784-6999

12

MS Tax & Accounting Service

111-15 Liberty Avenue, South Richmond Hill

Tue 9AM - 5PM

View Business (718) 322-4500

13

Rothschild Asset Management

1251 Avenue of the Americas, 1251 6th Avenue Suite 44, New York

Tue 9AM - 5PM

View Business (212) 403-3500

14

Morse, Towey & White Group at HighTower

300 Madison Ave 29th Floor, New York

View Business (917) 286-2730

15

JPB Financial, LLC

421 7th Avenue Suite 1110, New York

Tue 9AM - 6PM

View Business (212) 279-2914

16

Centerview Partners LLC

31 West 52nd Street Suite 22, New York

Tue 9AM - 5PM

View Business (212) 380-2650

17

Sterling Financial Planning

475 Park Avenue South Suite 2100, New York

View Business (212) 405-1616

18

Rockefeller Capital Management

45 Rockefeller Plaza 5th Floor, New York

Tue Open 24 hours

View Business (212) 549-5100

19

Newport Financial Center

111 Town Square Place Suite 1024A, Jersey City

View Business