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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
6 agents found - Take our quiz to see our full list of certified advisors in your area.
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
Veronica Karas, CFP®, CDFA®

Veronica Karas, CFP®, CDFA®

CAPTRUST

Expertise
Investment Management
AUM
$715B
Experience
4 years
Pricing
AUM
Anderson Lafontant, CFP®

Anderson Lafontant, CFP®

Miracle Mile Advisors

Expertise
Investment Management
AUM
$4B
Experience
7 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
Beth Bosworth, CFP®

Beth Bosworth, CFP®

Perigon Wealth Management, LLC

Expertise
Investment Management
AUM
$5B
Experience
14 years
Pricing
AUM
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