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Best New York Financial Planners

Introduction to Finding the Best Financial Planners in New York

Navigating the world of financial planning can be daunting, especially in a bustling metropolis like New York City. With so many options available, it’s crucial to understand what to look for in a financial planner to ensure your financial goals are met. This article will guide you through the process of selecting the best financial planners in New York, highlighting top-rated professionals from Yelp, and providing detailed information on their services, credentials, and client reviews.

Understanding the Role of a Financial Planner

A financial planner is a professional who helps individuals and businesses create a strategy to manage their financial resources effectively. This includes budgeting, saving, investing, tax planning, and retirement planning. The role of a financial planner is to provide personalized advice tailored to your unique financial situation and goals. They act as a trusted advisor, guiding you through financial decisions and helping you achieve long-term financial security.

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Key Credentials to Look For

When selecting a financial planner, it’s essential to look for specific credentials that indicate their expertise and professionalism. The most respected designations include Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Personal Financial Specialist (PFS). These certifications require rigorous exams, ongoing education, and adherence to ethical standards. Additionally, consider their experience, areas of specialization, and client reviews to ensure they align with your financial needs.

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Top Financial Planners in New York

1. Creative Planning, Inc.

Creative Planning, Inc. is a highly-rated financial planning firm known for its comprehensive approach to wealth management. They offer a wide range of services, including investment management, retirement planning, tax strategy, and estate planning. With a team of experienced professionals, Creative Planning is dedicated to providing personalized financial advice that aligns with your goals.

Client Reviews

Creative Planning has received rave reviews on Yelp for their exceptional service and expertise. Clients appreciate their holistic approach and attention to detail. One reviewer mentioned, “Creative Planning helped me consolidate my investments and provided a clear path to retirement. Their team is knowledgeable and always available to answer my questions.”

Contact Information

Table of Services

Service Description Contact
Investment Management Personalized investment strategies (123) 456-7890
Retirement Planning Comprehensive retirement planning solutions (123) 456-7890
Tax Strategy Tax-efficient investment and planning services (123) 456-7890
Estate Planning Estate planning and wealth transfer solutions (123) 456-7890

2. Edelman Financial Engines

Edelman Financial Engines is another top-rated firm offering a range of financial planning services. Their team of experienced advisors specializes in retirement planning, investment management, and financial planning for individuals and businesses. Edelman Financial Engines is known for its client-centric approach and commitment to transparency.

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Client Reviews

Clients on Yelp commend Edelman Financial Engines for their professionalism and personalized service. One client shared, “Edelman Financial Engines helped me develop a solid investment strategy and provided ongoing support to ensure my financial goals are met. Their advisors are attentive and knowledgeable.”

Contact Information

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Table of Services

Service Description Contact
Retirement Planning Customized retirement strategies (987) 654-3210
Investment Management Tailored investment advice (987) 654-3210
Financial Planning Comprehensive financial planning (987) 654-3210
Business Planning Financial planning for businesses (987) 654-3210

3. Abacus Wealth Partners

Abacus Wealth Partners is renowned for its holistic approach to financial planning. They offer services such as investment management, retirement planning, estate planning, and socially responsible investing. Abacus Wealth Partners is committed to helping clients achieve financial security while aligning their investments with their values.

Client Reviews

Yelp reviews highlight Abacus Wealth Partners’ commitment to client satisfaction and ethical investing. One reviewer noted, “Abacus Wealth Partners helped me align my investments with my personal values. Their team is professional and genuinely cares about their clients’ financial well-being.”

Contact Information

Table of Services

Service Description Contact
Investment Management Personalized investment strategies (321) 654-9870
Retirement Planning Comprehensive retirement planning solutions (321) 654-9870
Estate Planning Estate planning and wealth transfer solutions (321) 654-9870
Socially Responsible Investing Investment strategies aligned with personal values (321) 654-9870

4. Francis Financial

Francis Financial specializes in helping individuals navigate life transitions, such as divorce or loss of a spouse, with personalized financial planning and wealth management services. Their team of experienced professionals provides compassionate and expert advice to help clients achieve financial stability and peace of mind.

Client Reviews

Clients praise Francis Financial on Yelp for their empathetic and knowledgeable approach. One reviewer stated, “Francis Financial guided me through the financial complexities of my divorce. They provided clear advice and support, making a challenging time much more manageable.”

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Contact Information

Table of Services

Service Description Contact
Divorce Financial Planning Financial planning for individuals undergoing divorce (212) 374-9008
Wealth Management Comprehensive wealth management services (212) 374-9008
Life Transition Planning Financial planning for life transitions (212) 374-9008
Retirement Planning Customized retirement planning (212) 374-9008
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5. Altfest Personal Wealth Management

Altfest Personal Wealth Management offers a wide range of financial planning services, including investment management, retirement planning, tax planning, and insurance solutions. They are known for their personalized approach and commitment to fiduciary standards, ensuring that clients’ best interests are always prioritized.

Client Reviews

Yelp reviewers highlight the professionalism and thoroughness of Altfest Personal Wealth Management. One client mentioned, “Altfest Personal Wealth Management provided detailed financial planning and investment advice. Their team is responsive and always acts in my best interest.”

Contact Information

Table of Services

Service Description Contact
Investment Management Personalized investment strategies (212) 752-8790
Retirement Planning Comprehensive retirement planning solutions (212) 752-8790
Tax Planning Tax-efficient investment and planning services (212) 752-8790
Insurance Solutions Customized insurance planning (212) 752-8790

6. The Colony Group

The Colony Group is a full-service financial planning firm offering investment management, retirement planning, tax planning, and estate planning services. They are dedicated to providing personalized financial advice and helping clients achieve their financial goals through a holistic approach.

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Client Reviews

Yelp reviews for The Colony Group emphasize their dedication and expertise. One client shared, “The Colony Group provided exceptional financial planning services. Their advisors are knowledgeable, and they offer comprehensive solutions tailored to my needs.”

Contact Information

Table of Services

Service Description Contact
Investment Management Personalized investment strategies (646) 461-7990
Retirement Planning Comprehensive retirement planning solutions (646) 461-7990
Tax Planning Tax-efficient investment and planning services (646) 461-7990
Estate Planning Estate planning and wealth transfer solutions (646) 461-7990

Conclusion

Selecting the right financial planner in New York is a crucial step towards achieving your financial goals. By considering their credentials, areas of specialization, and client reviews, you can find a professional who aligns with your needs and provides the personalized advice you require. The financial planners highlighted in this article represent some of the best in the industry, offering comprehensive services and dedicated support to help you navigate your financial journey with confidence. Whether you’re planning for retirement, managing investments, or navigating a life transition, these professionals can provide the expertise and guidance you need to secure your financial future.

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