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 White Plains, NY:
Laura Rotter
CFP®, CFA, MBA
True Abundance Advisors
Harrison, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Monroe, NY
Specialties: Retirement Income Planning, Small Business Ownership, Tax Planning and Advice, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Monroe, NY, and Suffern, NY.
Refine Your Search
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)
