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 Scarsdale, NY:
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Suffern, 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.
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
Chris Jennings
CFP®
Heron Wealth - NYC & Westchester
Bronxville, NY
Specialties: Mega Backdoor Roth, Traditional vs Roth 401k and conversion strategies, Stock options and awards (ISOs, RSUs, etc.), Investment Management, Tax Planning
Fiduciary advisor with office locations in NYC & Westchester, including Midtown Manhattan and Bronxville Village in Westchester County.
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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)
