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Romio Lists, Updated January, 2019
Best Financial Planner services in New York City, NY
Noa Lessing
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#13 Financial Planner
Noa Lessing
Reco'd by 1 Expert including by Talonya Geary (Professional Services)
Marcial Zebaze
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#9 Financial Planner
Marcial Zebaze
Senior Consultant at KPMG US
Reco'd by 1 Expert including by Jaquon Heath (Education)
Marcial has diverse knowledge of businesses spanni...
Marcial has diverse knowledge of businesses spanning across a number of industries and countries enables him to use critical thinking and planning to...
Servicing New York City and the surrounding area.
Amanda Mallan
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#3 Financial Planner
Amanda Mallan
Reco'd by 1 Expert including by Sue Phillips (Lifestyle & Beauty)
Gabriela Pino
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#10 Financial Planner
Gabriela Pino
Reco'd by 1 Expert including by Ulia Ali (Lifestyle & Beauty)
Makayla Stephens
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#14 Financial Planner
Makayla Stephens
All about investments
Reco'd by 1 Expert including by Jamie Valentino (Lifestyle & Beauty)
brian kaplan
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#1 Financial Planner
brian kaplan
Lenox is a one-stop shop to all of your financial...
Reco'd by 2 Experts including by Eric Ho (Fitness)
Lenox is a one-stop shop to all of your financial...
Lenox is a one-stop shop to all of your financial planning and insurance needs.
Servicing New York City and the surrounding area.
Ryan Dutton
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#2 Financial Planner
Ryan Dutton
As your Financial Planner together we will priorit...
Reco'd by 1 Expert including by Fillip Hord (Real Estate)
Servicing New York City and the surrounding area.
Michael Mcdonnell
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#8 Financial Planner
Michael Mcdonnell
You can Retire
Reco'd by 1 Expert including by Tara Rae Bradford (Professional Services)
Work with people to plan protect and grow their we...
Work with people to plan protect and grow their wealth. All that is needed is a dream and getting started.
Servicing New York City and the surrounding area.
Hank Plyler
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#11 Financial Planner
Hank Plyler
I provide goals based planning to individuals and...
Reco'd by 1 Expert including by Jeremy Murphy (Professional Services)
Bruce Anapol
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#6 Financial Planner
Bruce Anapol
I help people protect the cash flow they rely on t...
Reco'd by 1 Expert including by Kevin Shahroozi (Lifestyle & Beauty)
Justin C. Pagan CFP®
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#7 Financial Planner
Justin C. Pagan CFP®
Personal Wealth Management
Reco'd by 1 Expert including by Julie Peacock (Health)
Financial Advisor at Citi Personal Wealth Manageme...
Financial Advisor at Citi Personal Wealth Management
Servicing New York City and the surrounding area.
matt winum
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#4 Financial Planner
matt winum
I offer commercial financial services in North Ame...
Reco'd by 1 Expert including by Olga Slesarenco (Lifestyle & Beauty)
I offer commercial financial services in North Ame...
I offer commercial financial services in North America.
Servicing New York City and the surrounding area.
Tory Dann
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#12 Financial Planner
Tory Dann
Reco'd by 1 Expert including by Bunny Hyde (Fitness)
Florina Shutin
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#5 Financial Planner
Florina Shutin
Wealth Management in NY City
Reco'd by 1 Expert including by Paul Hyun (Real Estate)
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