Virtual / Remote Friendly Financial Advisors in New York

Find 3 virtual / remote friendly advisors in New York. Offers virtual meetings and remote services

3 Advisors

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3 Advisors Found

David CarrollCFP®

Rockbridge Investment Management

Syracuse, NY

15 years

VirtualIn-Person

Simply put, Rockbrige helps people retire with peace of mind. We are a fee-only financial planning firm, meaning we are held to a fiduciary standard.

fee-onlyFinancial PlanningRetirement PlanningTax Optimization+2 more

Gerry BarrassoCFP®, CPA, PFS

United Financial Planning Group LLC

Hauppauge, NY

30 years

VirtualIn-Person

Wealth management, financial planning, advanced tax strategies, & tax prep. A one-stop shop for retirees, biz owners, HNW families, & professionals.

Fee-OnlyFinancial PlanningRetirement PlanningRetirement Income Strategies+27 more

Jose ViveroCFP®, CLU®, ChFC®, RICP®

United Financial Planning Group LLC

Hauppauge, NY

12 years

VirtualIn-Person

I provide fee-only fiduciary advice - I help families replace financial stress with a clear, actionable roadmap for retirement.

Fee-OnlyFinancial PlanningRetirement PlanningTax Planning+1 more

Results are ordered by your selected criteria, then proximity when a location is provided. Paid membership does not influence these results. See Disclosures. Verified means limited checks using public regulatory databases where available and is not a comprehensive background check or credential audit. Verification Disclosures.

Explore Other Service Types

Virtual / Remote Friendly Advisors in Hauppauge

2 advisors

Virtual / Remote Friendly Advisors in Syracuse

1 advisor

Fee Only Advisors in New York

3 advisors

No Minimum Advisors in New York

2 advisors

Frequently Asked Questions

How many virtual / remote friendly advisors are in New York?

There are 3 virtual / remote friendly financial advisors in New York. These advisors offer offers virtual meetings and remote services.

Can I work with a virtual advisor from anywhere in New York?

Yes! Virtual advisors can serve clients anywhere in New York through video calls, secure document sharing, and online planning tools. This gives you access to qualified advisors regardless of location.

Is virtual financial planning as effective as in-person?

Yes, virtual financial planning is just as effective. Modern tools enable screen sharing, collaborative planning, and secure communication. Many clients prefer the convenience of virtual meetings.

About Financial Advisors

Finding the right financial advisor is crucial for achieving your financial goals. Explore 3 advisors by your preferred service model. Whether you prefer fee-only advice, virtual meetings, or no-minimum-asset advisors, compare qualified professionals who work the way you prefer.