New York Financial Planners

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YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and the amount of useful content in the listing, such as consumer reviews, detailed descriptions and photos, to help you evaluate a business's suitability for you. In addition, YP advertisers receive higher placement in the default ordering of search results on our sites and apps, and they may appear in sponsored listings on the top or side of the search results page.

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3. Client Focused Advisors

122 E 42nd St, Suite 1903New York, NY 10168

(212) 573-5564
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Charles Schwab

4. Charles SchwabServices

1 Madison Ave Ground FloorNew York, NY 10010

(212) 213-5313
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5. Jaffoni & Collins Inc

116 E 16th St Ste 1101New York, NY 10003

(212) 835-8500
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6. Ameriprise Financial

655 3rd AveNew York, NY 10017

(212) 681-0240
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Axa Advisors - Financial Advisor - Gerald Delisle

7. Axa Advisors - Financial Advisor - Gerald DelisleServices

1633 BroadwayNew York, NY 10019

(917) 770-2765

From Business: As a Certified Financial Advisor, I provide financial advisory services to soon to be retirees and retirees for retirement planning. My advice helps to improve the …

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Guardhill Financial Corp

8. Guardhill Financial CorpServices

(5)

140 E 45th StNew York, NY 10017

(212) 688-9500

Working with GuardHill Financial showed me how a business can go from solely communicating over a phone or email, to a company that takes on the rel…

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9. Mayfair Advisors LtdServices

(1)

67 Wall StNew York, NY 10005

(212) 879-0688
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10. Cowan Financial GroupServices

(1)

530 5th AveNew York, NY 10036

(212) 536-6000

I had a very negative experience with this firm. My accountant recommended them and as it turned out was getting commissions. This was not disclosed…

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11. Wells Fargo Advisors

1 Liberty PlzNew York, NY 10006

(212) 406-3380

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, servi…

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12. Sea Cap InstarServices

59 John StNew York, NY 10038

(212) 798-0400

From Business: that focuses on equity investments in early-stage business enterprises. SeaCap has offices in New York City and Philadelphia, and targets companies located in the M…

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13. Merrill Lynch Wealth ManagementServices

225 Liberty StNew York, NY 10281

(800) 937-0605

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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Ricky A. Perlman - The Perlman Group: Private wealth management

14. Ricky A. Perlman - The Perlman Group: Private wealth management

2 Wall Street, 10th FloorNew York, NY 10005

(973) 975-4715

From Business: The Perlman Group is an independent private wealth management practice registered through Kingsview Asset Management. We are proud to offer comprehensive investment…

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15. New York Mercantile ExchangeServices

1 N End AveNew York, NY 10282

(212) 299-2000

From Business: This is the chaotic center for commodities trading.

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16. Financial Funds ManagementServices

14 Wall StNew York, NY 10005

(212) 732-8500

From Business: Fordham Financial Management is a full-service broker-dealer and investment banking firm. Founded in 1987, it offers asset-backed securities, corporate and municipa…

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17. Financial Dynamex

40 wall streetnew york, NY 10005

(212) 470-7039
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Canam Enterprises

18. Canam EnterprisesServices

88 Pine St Ste 3101New York, NY 10005

(212) 668-0690
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WFG

19. WFG

40 Exchange Pl, suite 1600New York, NY 10005

(718) 404-4751

From Business: Are you paying too much for life insurance or long term care? Perhaps you don't have any protection of your wealth at all. How do you feel about reducing your premi…

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20. Daniels Financial ServicesServices

50 Broad St Ste 1901New York, NY 10004

(212) 425-0111

From Business: In these times of rapid change it is reassuring to have an enduring relationship with a trusted Financial Professional who can guide your investment decisions; some…

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TFS Tradition Financial Svc

21. TFS Tradition Financial SvcServices

17 State StNew York, NY 10004

(212) 943-8100

From Business: TFS-ICAP, located in New York, is a global voice broker/electronic platform for the trading of inter-dealer FX Options. TFS-ICAP was formed in July, 2000, by the me…

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22. Sard Verbinnen & CoServices

630 3rd Ave Fl 9New York, NY 10017

(212) 687-8080

From Business: Sard Verbinnen & Co provides strategic communications advice and services to help clients manage overall positioning and specific events affecting their reputation,…

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23. McGrath, Catherine

323 W 39th StNew York, NY 10018

(212) 578-4885

From Business: I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture c…

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24. MassMutual Agency: Fifth Avenue Financial

530 5th Ave 14th FloorNew York, NY 10036

(212) 536-6000

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

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25. Guarino, Danielle N

530 5th AveNew York, NY 10036

(212) 849-6543

From Business: The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the expe…

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26. Sullivan, Joseph M

530 5th AveNew York, NY 10036

(917) 472-2699

From Business: The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the expe…

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27. Smith, Sandra

530 5th AveNew York, NY 10036

(212) 681-0240

From Business: The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the expe…

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28. Gottlieb, David

530 5th AveNew York, NY 10036

(212) 681-0240

From Business: The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the expe…

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29. Marius Wealth Management, LLC

200 Park Ave Suite 1700New York, NY 10166

(646) 454-9159
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30. TIAA Financial Services

730 3rd AveNew York, NY 10017

(212) 490-9000

From Business: At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college or …

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Helpful Reviews 
Guardhill Financial Corp
Michael C. rated
Learning the Mortgage Industry through my experiences at GuardHill Financial Corp.

GuardHill Financial Corp. - Leaders in the Mortgage Industry. Pros: The best part about working at GuardHill is undoubtedly working with the steller team that has been assembled over the course of time. The group of Loan Officers at this company are some of the best in the entire industry, coupled with a truly exceptional back office. Cons: One must constantly be on their toes in an effort to keep up with changes in the market. There is a significant amount of content and knowledge that must be absorbed and retained in order to execute your specific job efficiently. It is a fast moving industry and one that is always changing. Advice: Senior management continues to do an excellent job in all facets.

Guardhill Financial Corp
Jordan A. rated

Working with GuardHill Financial showed me how a business can go from solely communicating over a phone or email, to a company that takes on the relationships with clients to a completely different level. I was able to communicate back and forth with representatives of the company regarding any questions or concerns that I had. In regards to creating the best possible loan offer for me, GuardHill Financial was able ensure the most competitive rates with the best service in the business. I was very happy that I choose GuardHill Financial to help me with my mortgage.

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