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Find a financial advisor near New York Metro, NY

Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.

Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
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Featured advisors
7 agents found - Take our quiz to see our full list of certified advisors in your area.
Ryan Sterling, CFA

Ryan Sterling, CFA

Future You Wealth

Expertise
Investment Management
AUM
$89M
Experience
17 years
Pricing
AUM
Cameron Andre, CFP®

Cameron Andre, CFP®

Creative Planning

Expertise
Investment Management
AUM
$131B
Experience
18 years
Pricing
AUM
Matthew McKee, MBA, CFA, CFP®

Matthew McKee, MBA, CFA, CFP®

Target Rock Wealth Management

Expertise
Investment Management
AUM
$20M
Experience
13 years
Pricing
AUM
Johnathan Komich, CFA

Johnathan Komich, CFA

Komich Capital Advisors

Expertise
Investment Management
AUM
$7M
Experience
13 years
Pricing
AUM, Flat-Fee Retainer, One-Time
Larry Manley, CFA®

Larry Manley, CFA®

Manley Capital Management

Expertise
Investment Management
AUM
$18M
Experience
10 years
Pricing
AUM
Veronica Karas, CFP®, CDFA®

Veronica Karas, CFP®, CDFA®

CAPTRUST

Expertise
Investment Management
AUM
$715B
Experience
4 years
Pricing
AUM
Andrew Sasso, CFP®, ChSNC®, ChFC®

Andrew Sasso, CFP®, ChSNC®, ChFC®

Creative Planning

Expertise
Investment Management
AUM
$131B
Experience
13 years
Pricing
AUM
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The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

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