MyCity
About
State
Banking Department
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.
Additional resources
NYS Department of Financial Services (DFS)
Address
Licensed Financial Services
One State Street
New York NY 10004-1417
Licensed Financial Services
One State Street
New York NY 10004-1417
Website
http://www.dfs.ny.gov/
Phone
(212) 709-5507
Learn which permits, licenses and regulations matter to you
Use the Step by Step tool to get an exhaustive list of requirements that matter to you.
Use the Step by Step tool