We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Our clients always come first. Capital Financial Advisors of New York, LLC, provides the highest quality Fee-Only financial planning.
It brings together four professionals with many years of financial planning and investment management experience and the most sought after financial planning credentials. We develop trusting, long-term relationships as a team with the goal of helping you succeed and achieve your personal objectives.
It brings together four professionals with many years of financial planning and investment management experience and the most sought after financial planning credentials. We develop trusting, long-term relationships as a team with the goal of helping you succeed and achieve your personal objectives.
Services
At Capital Financial Advisors of New York, LLC we focus solely on assisting you in achieving your life goals through the proper management of all of your financial resources. We measure our success by your success in attaining your objectives. We nurture long-term relationships with a limited number of clients, and we work closely and continually with them.
Fee Only: As Fee Only advisors, we never accept commissions for anything. We do not sell investment products. Our investment decisions are based on what will help our client reach their goals in the best way possible, not what will pay us the biggest commission. As Fee Only advisors our interests are aligned with our clients interests.
We are a team of wealth managers who focus on helping you realize your goals. Wealth management brings together financial planning and investment management. Financial planning shouldn't revolve around investment products; it should focus on solutions that take your entire financial situation into account to deliver the best outcome.
Paul Corr has been helping people manage their finances and realize their personal goals for many years. As a practitioner and a teacher, Paul Corr's professional credentials and extensive experience in financial planning and investment management bolster the firm's exceptional expertise.
Kerry Mayo's background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm.Julie Sciandra has many years of experience as strategy consultant and project manager. Julie's academic background and her extensive, relevant business experience complement well our expertise.
Kerry Mayo's background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm.Julie Sciandra has many years of experience as strategy consultant and project manager. Julie's academic background and her extensive, relevant business experience complement well our expertise.
Members of our firm have a long history of advising business owners. In fact, unlike many financial advisors, we are independent business owners ourselves. We understand the concerns business owners have about wealth accumulation, minimizing income and other taxes, and preparing for retirement. Our advisors have dealt with the benefits available to business owners.
