At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.
Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.
Services
At Midtown Financial Advisors, we understand that investing is never an end in itself, but rather a means to help you work towards your financial goals. What matters most is whether or not your financial portfolio enables you to live the life you've envisioned. Our firm has over 150 years of combined wealth management experience.
With your aspirations at stake, you don't need a wealth management team that will put your financial plan on auto-pilot. You need a firm that partners with you - a team that monitors your financial progress, updates you regularly on your portfolio status and proactively advises you on future action.
When you bring your financial livelihood and hopes to a wealth management firm, entrusting them with day -to -day investment decisions in an uncertain economy, you want more than just a handshake and a signed contract. You want a statement of investment philosophy, yes, but you also want to know that your financial advisors are personally invested in your success.
Our Firm specializes in helping employers assess the options for their corporate retirement programs. Competitive retirement plans are critical to attracting and retaining quality employees. We will create a plan centered around your employee's needs and available resources. We work with your tax and legal advisors to help you understand the advantages and disadvantages of the available choices.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
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