What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New York, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every New York, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Avani Ramnani
CFP®, CDFA®, CPWA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Katonah, NY
Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations
Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country
Joyce Streithorst
CFP®, MSFS, CDFA®
Frisch Financial Group, Inc.
White Plains, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Rahimul Taher
CFP®, Enrolled Agent (EA)
TAHER FINANCIAL PLANNING, TAHER TAX
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Preparation & Planning, Cash Flow Planning, Investment Management, College Education Planning
Fee-Only financial planner located in NYC, with a Tax, Accounting & Cash Flow Specialization.
Jennifer Kang
CFP®
JWK Financial
New York, NY
Specialties: Financial Independence Planning, Retirement Income Planning, Investment Advice, Tax Guidance, Cash / Debt Management, Risk Management, Estate Planning
Flat Fee-Only financial planner located in New York serving clients locally and across the country
Ekta Patel
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Michael Schupak
CFP®, EA
Astra Wealth Partners
New York, NY
Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.
Natalie Colley
CFP®, CDFA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Ryan Sterling
CFA®
Future You Wealth
NEW YORK, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in NEW YORK, NY, serving clients locally and across the country
Marie DeCaprio
CFP®, CFA®, MBA
SAX Wealth Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
New York, NY
Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning
Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.
Timothy Huynh
CFP®
Firebrand Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning
We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Gary Schatsky
JD
IFC Personal Money Managers, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Monroe, NY
Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Goshen, NY, and Suffern, NY.
Anthony Benante
CFA, CFP®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Gabriel Kaplan
CFP® CPA
Wealth Habits
New York, NY
Specialties: Investment Management, Tax Planning, Employee stock and equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.)
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Jason Co
CFP®
CoPlanning Financial
New York, NY
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.
James J. Suazo
ChFC®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Kaysian Gordon
MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning
Valley Stream, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Management
Where Faith and Financial Planning Meet. I work with women of Faith who are currently employed (W-2). You may also have a side business or the goal of starting a small business.
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.
Chris Jennings
CFP®
Wealthspire Advisors
New York, NY
Specialties: Integrated Cash Flow and Financial Planning, Accumulation Planning, Risk Management, Tax, Gift, and Estate Planning, Income and Distribution Planning, Charitable Giving, Investment Management, Customized Portfolio Construction, Impact Investing
Fee-only fiduciary advisor serving clients from our Midtown Manhattan office location.
Dan Duca
CFP®
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Prem G. Hira
MBA
Investry, LLC
Scarsdale, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing
Investry is your sanctuary for sustainable wealth. Fee-Only financial planner located in Scarsdale, NY, serving clients locally and across the country.
Gerry Barrasso
CFP®, CPA, PFS
United Financial Planning Group, LLC
Hauppauge , NY
Specialties: Financial Planning, Retirement Planning, Investment Management, Advanced Tax Planning, Tax Preparation & Filing , Inheritance Planning, Equity Compensation Planning, Family Office Services, Business Services, Stock Options Planning
Wealth management, financial planning, advanced tax strategies, and in-house tax prep—a one-stop solution for retirees, business owners, high-net-worth families, and high-earning professionals.
Kevin Burns
Navwell Advisors
Garden City, NY
Specialties: Comprehensive Financial Planning, Investment Management, Cash Management, Retirement Planning, College Planning, Insurance Analysis, Tax Planning, Estate Planning
Fee-Only financial planner located in Garden City, NY, serving clients locally and across the country
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
New York, NY
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning
Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.
Jason Sacks
CFP®, CFS®
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Shweta Lawande
CFP®, CDFA®
Francis Financial, Inc.
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Jeremy Rhen
CFP®
SAX Wealth Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Christian DiRusso
CPA, CFP®, CLU®, ChFC®
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Shawn Gallagher
CFP®, CRPC™®
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Gregg Munn
CFP®, CPA
SAX Wealth Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Arthur Flores
CFP®
Flores Wealth Planning, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Risk Management, Cash Flow Planning, Insurance Planning, Estate Planning, Debt Management, Equity Compensation Planning
Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country
Emily Maretsky
CSLP®
Educated Financial Planning
Astoria, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Cash Flow Planning/Budgeting, Employer Benefits Planning, Student Loan Planning, Pension Planning, Career Change
Advice-only financial planner serving educators and public service employees around the country. I help educators achieve their financial goals in and beyond the classroom!
Cheryl Costa
MBA, CFP®
Woodside Wealth Management LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country
Michael Prendergast
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Kevin Peacock
CFP®, CAIA®, EA
Astra Wealth Partners
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Savings
Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country
Rob Friedman
CFP®, CDFA®, MBA
Central Park Financial Planning
New York, NY
Specialties: Comprehensive Financial Planning, Insurance Planning, Tax Planning, Investment Planning, College Education Planning, Retirement Income Planning, Estate Planning
New York City & Westchester County-based tax-oriented Fee-Only financial planner using a retainer-based compensation model
Chelsea Ransom-Cooper
CFP®
Zenith Wealth Partners
New York, NY
Specialties: Comprehensive Wealth Planning, Investment Management, Project Based Assessments, Business Advisory Services, Socially Responsible Investing
Trailblazing a new approach to financial planning and investment advice for women and people of color
Asher Rogovy
MSc
Magnifina
New York, NY
Specialties: Investment Management, Retirement Planning, Real Estate Investing, Financial Planning, Ethical Investing, Private Equity
Fee-Only investment advisor specializing in individual portfolio management. While based in New York City, currently 47% of clients are out-of-state.
Dann Ryan
CFP®
Sincerus Advisory
New York, NY
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Stock Options / Equity Compensation
Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!
Amir Noor
CFP®, EA
United Financial Planning Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning
Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!
David Rosenstrock
CFP®, MBA
Wharton Wealth Planning
New York, NY
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving
Fee-Only financial planner with offices in New York, NY, Englewood Cliff, NJ and Santa Fe, NM serving clients locally and across the country
Sara Stanich
CFP®, CDFA®, CEPA, CPWA®
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning
Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.
Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Tax Planning, On-demand Modular Financial Planning, Portfolio Review, Backdoor Roth Guidance
Fee-Only financial planner serving clients across the country
Anja Luesink
MBA, CFP®, RLP®, CeFT®
Luesink Stenstrom Financial
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
G. Martin Poole
CFP®, RFC®
HFH Planning Inc
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We take clients' financial puzzle pieces and make them fit.
Andrew Altfest
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Anna Sergunina
CFP®
MainStreet Financial Planning
New York, NY
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Simon Brady
CFP®, CETF®
Anglia Advisors
Valley Stream, NY
Specialties: Personal finance consulting, Savings and investment advisory, Retirement planning, Estate planning & beneficiary designations, Foreign nationals in the US, Post-divorce planning, Employee financial wellness programs
Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their early 20s to mid-40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.
Andrew Kleinberg
CFA®, CFP®
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.
David Kressner
CFA, CFP®
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Karen Altfest
Ph.D., CFP®
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Deva Panambur
CFA®, CFP®
Sarsi, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning
Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas
Matthew Costa
CFP®
Woodside Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country
Lewis Altfest
CFP®, CPA/PFS, CFA, Ph.D
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Igor Aronov
Candidate for CFP® Certification
FAR Financial Inc.
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Cash Flow and Debt Management, Health and Wellness Planning, Legacy Planning, Business Organization
FAR Financial is an independent, advice-only financial planning firm, dedicated to helping creative professionals simplify their finances, reduce stress, achieve goals and build financial confidence.
Steven Novack
CPA, CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
David Flores Wilson
CFP®, CFA®, CEPA, AEP®
Sincerus Advisory
New York, NY
Specialties: Business Owner Planning, Business Exit Planning, Philanthropy Planning, Equity Compensation Plannning
Fee-Only financial planner and Wealth Manager located in New York City, serving clients locally and across the country
Vid Ponnapalli
MS, CFP®, EA
Unique Financial Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning
Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.
Julie Ford
CFP®, CPA
Ford Financial Solutions
New York, NY
Specialties: Comprehensive Financial Planning, Life Transitions, Retirement Savings, Investment Management, College Education Planning, Budgeting
As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.
Joseph Piela
CFP®
SAX Wealth Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
