Trusted Financial Planners in Manhattan, NY
Find vetted Financial Planners in Manhattan, NY. Each provider has been verified by Autumn and offers free initial consultations.
No Financial Planners found in Manhattan, NY
We don't have any financial planners listed in Manhattan, NY yet, but we can help.
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Financial Planners in other parts of New York
Some financial planners provide services remotely or may be able to assist across New York.
Danielle Leventhal Elias
Estate, Probate & Elder Law Attorney
Staten Island Greater NYC New York State
Estate Planning Probate & Estate Administration Elder Law
Offers free consultation
Verified by Autumn
Melissa Goikhman
Estate Planning Attorney
New York City Westchester & Long Island Upstate NY
Estate Planning (Trusts & Wills), Powers of Attorney & Healthcare Proxies, Probate & Administration
Offers free consultation
Verified by Autumn
Scott Jeffries
Estate Bank Account Executive
Purchase, NY Greater NY All 50 States
Digital Revocable Trust Accounts Digital Estate (Probate) Accounts Small Estate Accounts
Offers free consultation
Verified by Autumn
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Are you a financial planner in Manhattan, NY?
Join AutumnTypes of Post-Loss Financial Planning Services in Manhattan, NY
Inheritance and asset integration planning
Retirement income planning after a spouse's death
Beneficiary designation review and updates
Insurance policy review and proceeds planning
Investment portfolio restructuring after a loss
Social Security survivor benefit optimization
Long-term financial goal setting after loss
Frequently Asked Questions about Financial Planners
A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.
The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.
Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.
Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.
Why Choose Autumn
Financial credentials and post-loss specialization confirmed
Find planners experienced in inheritance transitions, not just general wealth management
Compare fee structures — fee-only, hourly, and AUM-based planners all listed
Advisors listed who work with surviving spouses and estate beneficiaries
Many offer free consultations before any financial decisions are made
Trusted by families rebuilding their financial lives after loss