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New York financial planners
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Below are New York financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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New York financial planners
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ALAN L ROSENBAUM
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BRONX, NY
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B.S DEGREE LEHMAN UNIVERSITY 1978, MBA BARUCH COLLEGE 1982. (click for more info)
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Bill G Green
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New York, NY
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BS (1982), Yeshiva University; MS (1994), Baruch College, CUNY (click for more info)
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Robert H Dorgan
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New York, NY
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BS, University of Massachusetts; Certified Financial Planner; Chartered Financial Consultant; Chartered Life Underwriter (click for more info)
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Joseph s Shrem
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New York, NY
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I am lisenced in series 7, 65, 63, life and health insurance. (click for more info)
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Joel P Bruckenstein
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Pleasantville, NY
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BA (1979) State University of New York (click for more info)
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James A Lavorgna, J.D., LL.M., CFP
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Vernon, NJ
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BS-Finance (1987), Upsala College;
J.D.-Litigation (2001), Thomas M. Cooley Law School;
Master of Laws (LL.M)-International Taxation (2002), St. Thomas University School of Law;
CFP Designation(1984), College for Financial Planning
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Walter Robinson III
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Paramus, NJ
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Montclair State University (click for more info)
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George E Williams, CPA, Esq.
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Fair Lawn, NJ
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2002 LL.M. New York University Law School 1998 J.D. Seton Hall University Law School 1994 B.S. William Paterson University 1987 B.S Rutgers University (click for more info)
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(Professionals who wish to be listed please click here.)
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Related cities:
Brooklyn financial planners Long Island financial planners
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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