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1. Brooklyn Plans - Kings County
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5
16 reviews
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Address: 81 Prospect St, Brooklyn, NY 11201
Schedule: Opens at 10:00 AM
Telephone: (917) 727-6497
Business type: Financial planner
Lindsay Mayrose: Kristen and her team have been amazing and really so pivotal in my management and understanding of my personal finances. On top of that, she is consistently available, patient, and invested in sustaining my progress. I definitely recommend Brooklyn Plans!
Delia Cai: Kristen and her team are wonderful to work with. For anyone who's not sure where to start in the world of personal finance and wants step-by-step guidance, the Game Plan program is comprehensive and paced well over a year. Highly recommend!
Adrienne Klein: Working with Kristen and her team at Brooklyn Plans has been life changing for me. I've built confidence around money and investing with her guidance and have been able to reach numerous goals through the Game Plan. It's such a pleasure working with this team.
Aridia Polanco: Positive:Professionalism,Quality,ResponsivenessKristen was a pleasure to work with. She was really knowledgeable and proposed many solutions to help improve my finances. She is extremely responsive and offers helpful advice for entrepreneurs. I would recommend her to anyone!
Jamie DeGiaimo: Positive:Professionalism,ResponsivenessI’ve been working with Kristen and Brooklyn Plans for 3 years now, and I feel more in control of my finances than ever before. Kristen is extremely knowledgeable and has great tools for her clients to use. She’s always been available when I had a question or needed to adjust my goals. I highly recommend Brooklyn Plans to anyone.
Laurel Edge: Kristen really helped me get my spending in check and set long term goals for financial success! Could not recommend her enough. Especially for young women and freelancers.
Nicole Craven: We love Kristen! My fiance and I signed up for a package to talk about our fiances before our wedding and ensure that we were aligned both on what to spend on the wedding/honeymoon, but also on how we wanted to combine our finances going forward. Kristen is part counselor part finance wiz! We really love working with her, but even more have enjoyed getting to know her.
Diana McCorry: Kristen has completely changed the way I think about my finances. I always thought I was just inherently "bad with money" and that nothing could change that. For the first time in my life, I feel like I'm in control of my financial life, and when I think about the future, I'm not scared stiff anymore. I feel like I can make plans and stick to them and that's a huge step for me. I am SO grateful to Kristen for making this happen.
Benita Conde: Kristen is fantastic! She has worked closely with me over the last year to completely overhaul and reorganize my financial life and I'm so grateful for her creative ideas and consistent support.
Shyda Hoque: I have worked with Brooklyn Plans and Kristen for 3 years and refer them to everyone who is looking for a Financial Planner. I am a freelancer and have inconsistent income and my plan has helped me manage those uncertain times. I highly recommend everyone looking for a finanical planner to work with Brooklyn Plans. It is the best financial investment I made in NYC.
Stacey Fong: Kristen is great! she explained everything to me about my financial situation and we came up with an action plan on how to achieve my goals with my finances. I highly recommend her. I feel such relief after my meeting with her and have motivation and knowledge to take action.
Catherine Rocco: Working with Kristen has been wonderful! She has a great way of simplifying and explaining financial jargon, and that made the experience very easy and managed to make the task of financial planning a lot less daunting. She really works with you to explain things in whatever way woks best for you, wether you are visual, respond to charts, etc. It was awesome to see how personalized the approach and planning was done. Highly recommend for anyone, but especially those that are a bit overwhelmed by the prospect of undertaking a financial plan--she will make it easy!
Jeff Wilburn: At the risk of sounding hyperbolic, I can confidently say that my work with Kristen has changed my life. I am an artist by training and profession and spent many, many years feeling completely baffled and frustrated by money and how to manage it. After years of bouncing from pay check to pay check and after racking up a huge IRS bill I had enough! Kristen helped me "see" my money for the very first time by helping me organize it in a way that made it clear what money I could spend and what money needed to be put aside for bills, taxes etc. Over the course of a year I was able to pay off my tax bill, start saving for retirement and easily pay my bills like clockwork, which before our work together was a touch and go situation. I feel very blessed to have found Kristen. I hope to work with her for many years to come and recommend her without any reservations whatsoever.
adey hailu: Kristen was amazing to work with because she helped me identify my specific financial issue and pointed out several options, then she helped me make an informed decision on my own. Most importantly, she is very caring and well informed. I would highly recommend working with Kristen.
Rose Miller: Kristen is an incredible resource for people trying to organize and manage their finances. I am so grateful for all she has helped me with, even in just the short discussions i have had with her. I want to recommend her to all my friends and colleagues, as I think they all would appreciate her just as much as I did. Thanks, Kristen!
Maria Lobifaro: I found Kristen from a Google search and I am so happy I got in contact with her. Not only is she very helpful, but she knows her stuff. She created a plan to get my debt under control and has helped me feel like I have control again. She is professional, has flexible office hours and was a pleasure to work with. If you have financial questions/concerns go see Kristen!
Scott Mathews-Novelli: Brooklyn Plans was a tremendously helpful resource for creating a coherent financial plan. From strategy, technology and psychology, it's a great one-stop shop for responsible financial planning.Kristen has the experience to know when to provide solutions and when to leave the decisions to the client. She guides clients through an infinite financial landscape, counseling on options instead of solutions that sound good in the meeting but fall apart upon execution. Kristen was able to work with us to develop a fantastically effective savings and spending plan, taking into account our tendencies and goals. Not everyone can save every penny, and Kristen expertly directs clients toward workable options suited for their particular lifestyles and priorities.From the struggling student to the steady family, Brooklyn Plans can help you improve your financial outlook.
Melissa Wong: Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. She's a great teacher, cares deeply about her clients and I'd highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.
Benjamin Healy: My wife and I came to Brooklyn plans to learn how to get out of debt. Kristen took time to get to know our family and give us the support needed to change our spending habits and set goals. We really appreciated the emotional support in addition to the detailed spreadsheets and charts we received through the initial plan and subsequent monthly check-ins. Kristen listened carefully to our struggles and needs, offered options and reached out to her colleagues when additional support was needed. I highly recommend working with her.
2. Curtis Pope, CFP® | Certified Financial Planner™ | Financial Advisor - Manhattan
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5
29 reviews
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Address: 50 W 77th St, New York, NY 10024
Telephone: (646) 640-6337
Business type: Financial planner
3. Heron Wealth - Manhattan
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4.9
21 reviews
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Address: 12 E 49th St 18th floor, New York, NY 10017
Schedule: Opens at 8:00 AM
Telephone: (347) 580-5280
Business type: Financial planner
J Weatherstone: David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry. Thank you David for your personal, professional, and always knowledgeable help and advice!
Robin Rice: .
Justine Valenti: David Edwards and his team are wonderfully knowledgeable and completely trustworthy. My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.
Kevin Perlmutter: I've trusted David for over 20 years to provide financial guidance and portfolio stewardship. He's consistently a steady hand no matter how turbulent the times.
Michael OBrien: Positive:QualityJoining David and his team at Heron was a great financial decision. We had been with the same advisor for close to 20 years. So the idea of switching was difficult until we met with David. Once we did, the decision was easy and we are grateful we made the move.
Anna Strehl: As a P.A of entrepreneurs from Central Europe I came across the best google reviews I could find and these pointed to Heron Wealth.After my employer’s first appointment at the H.W office in NYC we can honestly confirm that the reviews are genuine and honest. Chris and his team are focused on providing a very high level of customer service and they are very efficient.We can highly recommend them to anyone who is searching for support with investments and financial planning. H.W team have a professional and friendly approach and deliver a high quality advice.
s ballantine: Just received an “Account Overview" and the balance is $861,318.77!!! That's more than double my orignal investment of $400,000 in 2015!! And this is after withdrawing the better part of $200K over the past several years. It would be over $1M if I’d been able to leave it alone – a sum I never ever ever thought I’d ever have. Never even imagined it in my wildest dreams. Simply amazing. Thank you so much.
colleen mccourtney: David and the Heron team have been advising me for over five years.This isn't my first portfolio advisor so I know the difference.Heron is always in front of the game giving consideration towhat is best for every particular client. I feel confident and comfortable knowing I'm in responsible, smart, good hands.
Jack van Schijndel: Positive:QualityGreat partner for financial planning and wealth management. Very steady hand when market is turbulent. Gives solid advice when you need it!
Catherine Alexander: Positive:Professionalism,Quality,Responsiveness,ValueI'm so glad I am working with David. He has been a breath of fresh air and wisdom in reaching my financial goals.
Brett Deutsch: David and his team are the best. So smart and caring.
Amy Chanos: I was left in a poor financial situation after divorce from my husband. My children intervened and felt a fiduciary was needed. After doing research, David Edwards' name rose to the top of list. At first, it was a tough go adhering to the new directives. David kept me on a healthy path, put together a team of savvy advisors, top attorneys and with his expertise brought me to a place where I am set for the rest of my life. To say I am grateful doesn’t begin to express the peace of mind I now possess.
James Reardon: At a certain point your relationship with a financial advisor comes down to trust. Not only trust in how your wealth is being managed now but also how it will be managed later. This is a long term plan after all. Am I doing enough now? Will I have enough later? If you are serious enough to be considering these questions you probably need professional partnership. David Edwards and his team at Heron Wealth are my trusted partners.
R Wareh: . Everyone on the team is extremely responsive and always available to chat through any issues. I highly recommend them.
Andrew C.: My family has been working with David Edwards at Heron Wealth for almost 2 years now, and the process has been so rewarding. Every part of our plan was explained to us in great detail, and our promises were all delivered. The team has their act together and was on top of every single important detail. We are in a much healthier spot having worked with Heron Wealth, and are not really sure what we would have done without them. Highly recommended to anyone looking for financial planning.
John Brennan: We've been clients of Heron Wealth for many years. David Edwards, founder and CEO and his team are professional, responsive and knowledgeable. They have been faithful stewards of our family's resources and guided us with expertise around financial strategy, both near and long term. We have tremendous confidence in their capabilities, integrity and competence. They also anticipate our needs, seeking and presenting to us opportunities to improve our financial strategy. We are very happy with our partnership with Heron.
Dave Fischer: Positive:Professionalism,Quality,Responsiveness,ValueI've been working with Heron Wealth for a year and I've been extremely pleased with the plan that they put in place for me. Additionally having the ability to review my plan and performance via their client portal has been extremely informative and motivating. David is extremely knowledgeable and extremely accessible.
Reginald Maisonneuve: We've been clients of Heron Wealth from its very beginning and over these many years have come to know the firm well. We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team. They made clear they are acting in our interest. We've confidently referred friends and family to Heron Wealth.Heron Wealth has worked to engage and actively attend to its clients' needs and evolve as a company. David's recent webinars are an example of his commitment to serving his clients and keeping them informed. We encourage you to watch them. They are relevant, insightful and frank assessments of the market environment, how they relate to your financial plans, and what is being done to advance your interests.
Judith Maisonneuve: My husband and I were among Heron Wealth's first clients. We've seen Heron Wealth grow throughout the years and have confidently referred friends and family.David, Heron Wealth's CEO, and team have always been responsive and attentive. Their expertise is clear but also their guidance. Heron Wealth's webinars have been informative and relevant and of great value to us in these uncertain times. They are both sober and comforting to me while reflective of the times that we are living.
Leah L: I am so thankful for the expertise and guidance of Heron Wealth. I have worked with David Edwards for close to 20 years—he and his staff are knowledgeable, responsive and caring. As I near retirement its reassuring to know that I will have their continued support — ensuring I have continued financial success in this next phase of my life.
4. Finance Driven - Manhattan
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5
17 reviews
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Address: 90 Broad St, New York, NY 10004
Schedule: Opens at 9:00 AM
Telephone: (862) 812-0014
Business type: Financial planner
5. Millennial Estates Financial Group, LLC // MEFG LLC NYC // Financial advisor - Queens
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5
9 reviews
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Address: 217-04 Northern Blvd Ste 24, Bayside, NY 11361
Schedule: Opens at 9:30 AM
Telephone: (631) 729-0988
Business type: Financial planner
6. Zoe Financial - Manhattan
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4.8
28 reviews
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Address: 31 W 34th St, New York, NY 10001
Telephone: (646) 680-9244
Business type: Financial planner
Liz Harrington: Easy to work with and find the right advisor for my situation, who does not make a commission or try to sell you anything you don't need.
Anthony Reindl: Please stop bothering me. Email, text, or calling. Stop it all!
Julie LaMotte: Positive:Professionalism,Quality,Responsiveness,Value
Jody Nichilo: Positive:Professionalism,ResponsivenessI was contacted by one of your Financial Advisors and moved my account from TD Ameritrade to Futureyouwealth. Me. Ryan Sterling has already helped me by getting old accounts back, which were sold by TD Ameritrade, without my understanding. I trust Mr. Sterling’s acumen and to date I’m very happy
Ronald Chironna: Positive:Professionalism,Quality,Responsiveness,ValueZoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.
Vernon Thomas: Positive:Professionalism,ResponsivenessLauren @ Zoe Financial came up w/a great plan for us. This is a great company! Thanks Lauren. S. Johnson
Robin Merritt: Positive:Professionalism,Quality,Responsiveness,ValuePhenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there. Highly recommend ZoeFin for your financial needs.
Julian Stein: For those looking for a financial advisor Zoe made it very user friendly and easy to use. Thanks to the team for all their help!
Ryan McCann: Positive:Professionalism,Responsiveness
Anuraag Kodali: Positive:Professionalism,Quality,Responsiveness,ValueHave done a great job finding advisors that get my situation and work towards my best interest, not their own. Highly recommend!
Bobby Cordier: Positive:Professionalism,Quality,Responsiveness,ValueConsummate financial professionals with a wealth of knowledge and a streamlined process for connecting you with the best possible independent financial advisor.
Paul Kalinauskas: Positive:QualityGood knowledge of the markets, which is evident in the CEO’s consistent appearances on CNBC to provide his valued insights.
Christopher P. Norton: Positive:Professionalism
Colin Raws: Positive:Professionalism,Quality,Value
Stephanie DiMarco: Positive:Professionalism,Quality,Responsiveness,ValueTerrific way to find a financial advisor.
Andrew Perry: Positive:Quality
7. Steven Silber, CFP®, CLTC - Queens
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5
67 reviews
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Address: 46-08 Francis Lewis Blvd, Bayside, NY 11361
Schedule: Opens at 9:00 AM
Telephone: (718) 224-6128
Business type: Financial planner
8. Drucker Wealth Management - Manhattan
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5
11 reviews
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Address: 2 Park Ave #300, New York, NY 10016
Schedule: Opens at 9:00 AM
Telephone: (212) 681-0460
Business type: Financial planner
Vidur Raghuraman: Gideon and team do a great job of making you feel comfortable with your financial position. They’ve freed me up to focus on everything else important!
Michael Bernstein: As working parents with two young kids, my wife and I needed some guidance to make sure we're investing properly for both our own and our children's futures. Drucker Wealth was the perfect place for us to get that guidance. Gideon and his team used their resources to build a comprehensive plan for both the short and long term that was specific to our situation. He also took the time to describe it in a way that was easy to understand. The information they provided gave us the peace of mind that comes with a clear path to reach our goals. We'd highly recommend their services to anyone in a similar situation.
Michael Brooks: Gideon and his team have been great! Attentive, responsive, knowledgeable, and transparent. My fiancee and I are very pleased to have selected them as partners in our financial journey.
Tony Rudeen: Have worked with Gideon at DWM for a few years now and it has been a fantastic experience. Their team is comprehensive, helpful, and does a great job at educating on the what, why, and how for investment and wealth building strategies. Would recommend!
Mona T: . This all happened with mini lessons on how to be a smarter investor with finances. That’s what struck me, Gideon wanted me know why this was helpful, he was willing to take the time to explain why this works so I would have an understanding. He was willing to even share his own plan in the process. The transparency was truly appreciated. The other financial planners and advisors I’ve met prior to this were always selling me a product and never really explaining why. Thats why I wanted to create this plan with this team. They took the time to get to know me as a person and helped guide me on how to best make these decisions. In this process I also worked with Hunter to create an insurance plan should anything happen to me. Hunter also took time to explain insurance
judith newman: Kind, patient, answered all questions quickly and thoroughly.Inspired confidence.
Mirna Monal: Thank you for everything, Drucker Wealth Management. For so many years now, I have been relying on your expertise to help me prepare for a secure financial future. Our latest interactions, in the preparation of a retirement plan for me, has made me appreciate your assistance through the years even more. Lance, Gideon, Autumn, Eric, and company...you have all been great! Many thanks for all you have done for me!
Deborah Roy: From my initial introduction via the 'Bag Lady' book, working with Drucker Wealth has changed my life. I have gone from a feeling of insecurity of my finaincial future to one of comfort, knowledge and support. I highly recoommend Drucker and any of thier resources! You will not regret the experience!
Shalini Suryanarayana: I have been lucky enough to get to work with Lance, Autumn, and their team after being referred to them by a close and trusted friend. It was the best recommendation because my experiences with them have been outstanding - they are attentive to my needs, patient in explaining options, fantastic at providing full/complete customer service to make everything easy for me, and extremely knowledgeable. I now recommend them highly to all my closest friends. If you choose them, you will not regret it!
Eileen Andree: I started working with Drucker Wealth about 3 months ago and I already feel a tremendous amount of anxiety has melted away. I wasn't sure what else I should be doing to reach my goals, and I was looking for the kind of comprehensive analysis and advice that they offer. They don't just manage one investment account, but really work holistically with my entire financial picture. From the start, Gideon, Autumn, Eric and Eric were super responsive and collaborative. They have patiently talked me through many options, seamlessly managed account transfers for me, built in flexibility that my lifestyle requires, and I feel more secure and educated than ever about my finances. They also introduced me to Hunter on the insurance side and Steven the CPA, and I am thrilled to have such a great team to lean on who are all very enjoyable to work with. They helped me get my plan set up in no time and I'm already seeing great results. I no longer wonder about my financial future, and I feel I'm in the best hands possible. I wish I had met them sooner!
Isaac And Rachel Gealer: We were looking for a financial advisor who could not only help us optimize our money and investments, but also educate us along the way. Gideon and team took the time to analyze our finances and recommend a plan to ensure a successful financial future for us, all while making sure we understood exactly what being recommended and why. We feel confident in the plan they laid out to help us meet our short and long term financial goals. We would absolutely recommend working with Gideon and the team at Drucker Wealth Management!
Teresa Dozier: Drucker Wealth is exactly what I'd been searching for...genuine people with strong values that align with my own. They have a tangible passion for what they do. Common sense, experience and track record to know the right things to with your money for the short and long term, based on a whole life assessment - current situation, goals, tools to get there, as well as individual preferences. I love this team - each person on the Drucker Wealth team brings a unique strength and skill set, all combined in one place. I was able to get a solid financial assessment, plan, advice, clear and actionable steps and superb follow-through for myself, AND for my teenage son as I think about his future and carrying on good financial habits and a legacy of solid personal finance management. Thank you Team Drucker!
Lynn Juang: I've worked with Gideon, Karina, and their team for about 2 years and it's been an excellent experience all around. Gideon is wonderful to work with - patient, communicative, and very good at framing things in layman's terms, in an informal but very informed way. He and the team were extremely helpful as I went through a professional and financial transition. I think what I appreciate most is their ability to meet their clients on their level - to understand and acknowledge their clients' lifestyles, decisions, etc. in a very respectful, empathetic, non-judgmental way. I think many people probably find working with financial professionals a bit intimidating, and Gideon & Co. are great about making the whole process very approachable and user-friendly. They're incredibly professional, knowledgeable, and supportive, and I look forward to working with them for many years.
Roma Lopez: Lance Drucker and his expert team of financial advisors - Kathleen, Gideon, et al - are the absolute best. They seem to live and breathe personal finance as if it's a calling, always at the ready to update the latest financial news and quick to adjust my portfolio responding to market ups and downs. And they do take a very personal approach to their clients - spending hours in initial consultation to determine level of risk, long and short term plans, and ways to optimize savings. I would also add they go beyond financial planning, more like "life planners" with assistance on all matters relating to money, insurance, social security, elder care etc. Any question I have is answered right away, literally 24/7. But the bottom line - they have won my complete trust. I've been with them for several years and I'm constantly impressed with their knowledge, patience and dedication to protecting and growing my hard-earned life savings.
Erika McCarthy: and proposed strategies beyond our company plans to maximize savings towards all of our short- and long-term goals. We particularly sought guidance on how to best handle our equity compensation, and Gideon not only helped us to understand how to best manage this component of our financial portfolio, but also recommended a CPA who could best support our needs in this realm. In addition to the financial planning component, Hunter and his team also worked with us to ensure our life insurance and estate planning were in line with our family’s needs.We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan. Most importantly to us, the Drucker team took the time to understand what was important to us individually and developed a comprehensive plan and approach tailored to our family’s specific needs and goals.
Rosina Sang: I found Autumn very helpful and knowledgeable. She was very patient and answered my questions.
Jennifer Smith: recommend this team to anyone looking for financial assistance.
Stephen Marshall: We have worked with Drucker Wealth Management for over 6 years and have been so impressed with our experience. Gideon and his team are always available to answer questions and offer excellent advice and support. We look forward to working with them in the years to come!
Andrew Trumbetti: I have been a client of Drucker Wealth Management for over 2 years now and my experience has been nothing but amazing. Gideon and his team do a great job laying out short term and long term goals and the steps necessary to hit these goals. The entire team does a great job communicating every step of the way. I look forward to my future with Drucker Wealth Management!
9. Morgan Stanley Private Wealth Advisors - Manhattan
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4.8
5 reviews
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Address: 1585 Broadway 21st Fl, New York, NY 10036
Telephone: (212) 761-0700
Business type: Financial planner
10. Cortburg Retirement Advisors - Manhattan
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5
11 reviews
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Address: 1441 Broadway 5th floor, New York, NY 10018
Schedule: Opens at 8:00 AM
Telephone: (212) 776-4094
Business type: Financial planner
Patricia Desiderio: Exceptional Brilliant, always there for you!
Roxanne Brown: Positive:Professionalism,ResponsivenessIt’s always stressful trusting your investment with someone new, but this was the best choice I could have made. Miguel is so knowledgeable and patient. I highly recommend this company.
Diane Close: Positive:ProfessionalismMiguel is an expert in financial planning -with his reliable knowledge &very warm personality. You will always be in good hands with your retirement planning.Highly recommend!
Yannira Catania: Positive:ProfessionalismExtremely professional. Very happy with the services provided. Highly recommend Cortburg 🙌
Ippei Iwashiro: Positive:Professionalism,Quality,ResponsivenessMiguel is very considerate, informed, professional, and an all around good guy. Definitely a go to person for all retirement and financial management needs.
Rachel Riebling: Positive:ProfessionalismMiguel at Cortburg Retirement is a five star professional. Highly recommend!
Raymond Hamlin: Positive:Professionalism,Quality,Responsiveness
Sara Topitzer: Miguel Gonzalez of Cortburg Retirement Advisors is a rockstar financial planner. He is great to work with, smart, funny and knowledgeable and if he doesn’t know something he easily admits it and looks it up. He researches our questions and interests in investments. He has helped us so much to understand our money and to use or save it wisely. He is so generous, spending plenty of time with us even after work hours to take into account our busy schedule, contributing to our fundraisers, giving our kids financial advice for free and so much more. He has a network of excellent professionals, lawyers, accountants, etc. Miguel has provided excellent guidance navigating through market volatility. He is in it for the long haul with you, so he knows your history and can predict your future. We heartily recommend him, whether specifically for retirement planning or any kind of financial advice. We can’t say enough about Miguel.
Chad W. Beckerman: Positive:Professionalism,Quality,Responsiveness,ValueWhen I was looking for an advisor, trust and experience were my main concern.Miguel has deliver and has never let me down. He is there through all the ups and all the downs explaining what our next moves should be. I consider him part of the family. I highly recommend he become part of yours!
11. Morgan Stanley Financial Advisors - Manhattan
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4.4
8 reviews
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Address: 522 5th Ave 11th Floor, New York, NY 10036
Telephone: (212) 603-6100
Business type: Financial planner
12. Jonathan E. Taylor - Northwestern Mutual - Manhattan
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5
56 reviews
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Address: 875 3rd Avenue 23rd Floor, New York, NY 10022
Telephone: (347) 723-7428
Business type: Financial planner
13. Surmanek Wealth Management, Wells Fargo Advisors - Staten Island
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5
31 reviews
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Address: 101 Tyrellan Ave Suite 101, Staten Island, NY 10309
Schedule: Opens at 9:00 AM
Telephone: (718) 370-2500
Business type: Financial planner
14. MATAURO - Manhattan
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5
57 reviews
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Address: 1290 6th Ave 4th floor, New York, NY 10104
Schedule: Opens at 9:00 AM
Telephone: (212) 541-1830
Business type: Financial planner
15. Altfest Personal Wealth Management - Manhattan
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5
2 reviews
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Address: 445 Park Ave 6th floor, New York, NY 10022
Schedule: Opens at 8:30 AM
Telephone: (212) 406-0850
Business type: Financial planner
16. The Financial Gym - Manhattan
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4.9
97 reviews
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Address: 134 W 25th St 2nd floor, New York, NY 10001
Schedule: Opens at 9:00 AM
Telephone: (646) 609-2225
Business type: Financial planner
17. Earn Into Wealth - Manhattan
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5
4 reviews
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Address: 1460 Broadway, New York, NY 10036
Schedule: Opens at 9:00 AM
Telephone: (646) 494-6220
Business type: Financial planner
18. Lionheart Financial LLC - Manhattan
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5
19 reviews
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Address: 420 Lexington Ave floor 15, New York, NY 10170
Schedule: Opens at 7:00 AM
Telephone: (646) 227-8262
