A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Long Island, NY:
MBA, CFP®, EA
Woodhull Capital Advisors, LLC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Consulting, College Education Planning, Tax Planning
Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the NY Metro region.
R.W. Rogé & Company, Inc.
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Tax Planning, Legacy Planning
Helping clients Plan, Achieve, and Live® the life they want since 1986.
Grand Central Financial Planning
New York, NY
Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning
Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.
CFP®, MBA, CPA
MLS Financial Planning
Long Island, NY
Specialties: Comprehensive Financial Planning, Cash Flow / Budgeting, Retirement Planning, Investment Discussion and Guidance, Education Planning, Tax Planning
Fee-Only financial planner located on Long Island (Massapequa, NY), serving clients locally and across the country