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Financial Planners in New York

There are 136 recommended Financial Planners in New York. Read reviews from people you know to find the best Financial Planner.

Review by Carolyn Badalucco

Jake Caramico's innate ability to explain even the most complex aspects of investing and money management sets him apart from other financial advisors. His professionalism and wealth of knowledge is incredibly impressive. His dedication to helping families achieve financial independence never wavers. I can, without any hesitation, recommend Jake to anyone who is looking to improve their financial health.See MoreRead Less

Review by Steve Rizza

I have been a business partner, associate, friend and confidant of Paul for the better part of the last decade. He is a devout familly man, dedicated to God, his lovely Wife Faith, his beautiful children and his Primerica business. He is a man of honesty and integrity and someone that I am proud and blessed to know....And, he most certainly can hold a note!

Stephen P. Rizza
Regional Vice President, Primerica.
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Review by Joan Palmentiere

Andrea is a smoothe business woman who is one step ahead of all the rest. Definintely will guide you in the right direction when it comes to making intelligent decisions. Andrea is a master of her trade and I highly recommend her expertise. She is also a dear personal friend as well and has a heart of gold with a wonderful smile to go along with it!See MoreRead Less

Review by Frank Picarelli

I had the opportunity to work with John on institutional clients, and value his extensive knowledge related to research for evaluating all conponents of investment products, such as managers history, performance, investment style and organization. John employs the same concepts of institutional plan sponsors to the indivudual investor for making investment decisions and recommendations. John has a practical approcah that he tailors for each of his clients specific needs. I highly recommend John as a financial advisors who's vested intrest is in providing his clients the best advice and in maintaining a long and succussfull relationship with his clients.See MoreRead Less

Review by Yvette Minnie

Jared is one of the people in my life who I had the pleasure of knowing in a business aspect who I can genuinely look up to because of his leadership, work ethics, helpful, supportive and intelluctual nature. He is truly one of a kind and not too many people acquire so many excellent qualities.See MoreRead Less

Review by Edna Wright-petite

I met Chris over 30yrs ago. He is a very out-going individual with a friendly personality. Chris is easy to get along with and makes you feel comfortable being around him. He's trustworthy, honest and good at what he does. When it comes to business, he's a no nonsense, hands on individual who puts his clients needs first. An overall great business manSee MoreRead Less

Review by Marc Obernesser

"Scotty "will ever be an image and a model of professionalism and friend for me. His dedication to his clients is a model for our industry; his goals are his passion and he will do whatever is in his power to please his clients. On top of this he is a what I would call a "Friend"; Sincere and right where you want him as long as you are sincere too...
Scotty, you are the best!
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Review by Karen Stamler

Chad is an Amazing Credit Educator.

I can't tell you how much he has helped me. Words can't describe the amazing work he does and how much he connects with you, as an individual.

Chad is very well organized, structured, knowledgeable, and well-spoken. I felt very comfortable meeting with him, so much, that I returned every year since my first appointment. I like to keep on top of my credit history and Chad is the man to see.

Chad has helped me go from a Score of <400 to a Score of <650 in a matter of two years. My life has changed because of him. He taught me the ins and outs of Credit Education.

I have recommended Chad to many of my colleagues/friends. There are not too many people in this world who are patient, kind and caring when it comes to your personal wealth. Chad is this guy.
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Review by Manuel Sierra

Well known professional in the Credit Card business. He gave me you good advises and help how to make my business grow in a short time investment.
30 or more years experience make him a personal to do business with
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Review by Sumaya Ayoubi

Welcome tothe Stik community Christopher Chris Benoit. We are happy to have you here.