Finance & Investment · New York, United States

Finance & Investment Experts in New York, United States

Browse 67 verified Finance & Investment professionals based in New York, United States on Prezlo.

Finance & Investment✕📍 New York, United States✕
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If you're looking for a verified and licensed Finance & Investment expert in New York, United States, these trusted professionals are a strong starting point. Their specialties include Investment Management, Retirement Planning, Alternative Exchange Traded Funds and Investment Strategy Development. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Andrew Frazier

Andrew Frazier

Tailored Wealth Strategies for Individual and Corporate Success

Finance & Investment 📍 New York, United States
Investment ManagementRetirement PlanningTax Optimization
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Lawrence Berlin

Lawrence Berlin

Tailored Financial Strategies for Lasting Wealth Creation

Finance & Investment 📍 New York, United States
Retirement PlanningInvestment ManagementTax Optimization
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David Ward, CFP ®

David Ward, CFP ®

Guiding Atlanta's Future Through Tailored Financial Strategies

Finance & Investment 📍 New York, United States
Retirement PlanningInvestment ManagementEstate Planning
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John Dolan

John Dolan

Alternative Exchange Traded Funds professional in New York

Finance & Investment 📍 New York, United States
Alternative Exchange Traded FundsInvestment Strategy DevelopmentPortfolio Management
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Brian K. Finneran

Brian K. Finneran

Finance & Investment focused on Financial Strategy Development and Corporate Governance Advisory

Finance & Investment 📍 New York, United States
Financial Strategy DevelopmentCorporate Governance AdvisoryRisk Management Solutions
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Joshua Brown

Joshua Brown

Joshua's practice: Wealth Management and Investment Strategy

Finance & Investment 📍 New York, United States
Wealth ManagementInvestment StrategyFinancial Planning
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Eric Kirchner, CFP®

Eric Kirchner, CFP®

High Net Worth Individuals | New York

Finance & Investment 📍 New York, United States
High Net Worth IndividualsInvestment Portfolio ManagementRetirement Planning
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Chad Santin

Chad Santin

Strategic Investment Consultant Driving Tailored Financial Solutions

Finance & Investment 📍 New York, United States
Portfolio ManagementRisk AssessmentInvestment Strategy Development
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Matt Konieczny

Matt Konieczny

Personal Finance Management | New York

Finance & Investment 📍 New York, United States
Personal Finance ManagementInvestment Strategy DevelopmentRetirement Planning
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KK Leung

KK Leung

Strategic Wealth Architect Specializing in Tailored Investment Solutions

Finance & Investment 📍 New York, United States
Wealth ManagementPortfolio DiversificationRetirement Planning
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Lucas Sapienza

Lucas Sapienza

Wealth Management | Retirement Planning | New York

Finance & Investment 📍 New York, United States
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
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Catherine Keating

Catherine Keating

Global Finance Strategy, Investment Management, and Corporate Governance

Finance & Investment 📍 New York, United States
Global Finance StrategyInvestment ManagementCorporate Governance
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Kelsey Heaton

Kelsey Heaton

Investment Strategy Development | New York

Finance & Investment 📍 New York, United States
Investment Strategy DevelopmentRisk Management ConsultingPersonal Financial Planning
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Jeffrey J. Warsaw

Jeffrey J. Warsaw

Fixed Indexed Annuities | Wealth Management | New York

Finance & Investment 📍 New York, United States
Fixed Indexed AnnuitiesWealth ManagementInvestment Strategy Development
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Kyle Offermann

Kyle Offermann

Tailored Wealth Management Solutions for Family Offices in Denver

Finance & Investment 📍 New York, United States
Family Office AdvisoryInvestment Strategy DevelopmentTax Optimization
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Joseph Milano CHFC CLU

Joseph Milano CHFC CLU

Finance & Investment | Wealth Management

Finance & Investment 📍 New York, United States
Wealth ManagementRetirement PlanningInvestment Strategy
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George Chang

George Chang

Leading Finance voice in Retirement Planning and Tax Optimization Strategies

Finance & Investment 📍 New York, United States
Retirement PlanningTax Optimization StrategiesInvestment Portfolio Management
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Marc Lieberman

Marc Lieberman

Retirement Planning authority | Values-Based Investing

Finance & Investment 📍 New York, United States
Retirement PlanningValues-Based InvestingWealth Management
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Craig Parks

Craig Parks

Retirement Planning with expertise in Investment Management

Finance & Investment 📍 New York, United States
Retirement PlanningInvestment ManagementTax Optimization
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Amman M.

Amman M.

Finance specializing in Equity Research and Due Diligence Support

Finance & Investment 📍 New York, United States
Equity ResearchDue Diligence SupportHedge Fund Analysis
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Curtis Warren

Curtis Warren

Finance & Investment | Investment Planning

Finance & Investment 📍 New York, United States
Investment PlanningRetirement StrategiesTax Optimization
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Charles C. Berlin, CFP®

Charles C. Berlin, CFP®

Guiding Wealth Management Strategies for High-Net-Worth Individuals in Berlin

Finance & Investment 📍 New York, United States
Wealth ManagementInvestment StrategyRetirement Planning
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Michael Raimondi, MFA, CFP®

Michael Raimondi, MFA, CFP®

Wealth Management: Financial Planning

Finance & Investment 📍 New York, United States
Wealth ManagementFinancial PlanningInvestment Strategy
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Amman Singh

Amman Singh

High-Net-Worth Client Advisory, Wealth Management Strategies, and Financial Planning For Individuals

Finance & Investment 📍 New York, United States
High-Net-Worth Client AdvisoryWealth Management StrategiesFinancial Planning for Individuals
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Ida Chen

Ida Chen

Financial Planning | New York

Finance & Investment 📍 New York, United States
Financial PlanningInvestment ManagementRisk Assessment
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Leslie Ransom

Leslie Ransom

Financial Planning For Musicians — Investment Strategies For Freelancers

Finance & Investment 📍 New York, United States
Financial Planning for MusiciansInvestment Strategies for FreelancersRetirement Planning for Small Business Owners
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Mallory Hall, CFP®, CPWA®

Mallory Hall, CFP®, CPWA®

Wealth Management with expertise in Retirement Planning

Finance & Investment 📍 New York, United States
Wealth ManagementRetirement PlanningCharitable Giving Strategies
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Allan Tepper

Allan Tepper

Financial Strategy Development practitioner | Cash Flow Management

Finance & Investment 📍 New York, United States
Financial Strategy DevelopmentCash Flow ManagementBudgeting and Forecasting
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Christopher Athens

Christopher Athens

Retirement Planning professional in New York

Finance & Investment 📍 New York, United States
Retirement PlanningWealth ManagementInvestment Strategies
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Michael Montenegro

Michael Montenegro

New York-based Wealth Management specialist

Finance & Investment 📍 New York, United States
Wealth ManagementRetirement PlanningTax Optimization
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