In New York State, budget planners need a license from the NYS Department of Financial Services (DFS).
Budget planners make contracts with clients to assist with debt repayment.
Businesses or individuals must register as a not-for-profit corporation to receive this license. Attorneys licensed in New York State do not need this license.
NYS Department of Financial Services (DFS)
Licensed Financial Services
One State Street
New York, NY 10004-1417