At Federmann Financial Advisors Inc, we understand making decisions involving personal finances can be challenging. With our services, you'll embark on a financial journey that will ensure you're prepared for your future. Meet us to understand how our professional team can help secure your financial needs through proper planning and investment management.
At Federmann Financial Advisors Inc, it starts with caring professionals gathering information with one-on-one attention to form your financial plan to help you improve your financial life. Our team enhances financial structures through high-level experience. Continuing education in our field is a priority and we strive to pass on knowledge to our clients.
At Federmann Financial Advisors Inc, it starts with caring professionals gathering information with one-on-one attention to form your financial plan to help you improve your financial life. Our team enhances financial structures through high-level experience. Continuing education in our field is a priority and we strive to pass on knowledge to our clients.
Services
We all face challenges and financial dilemmas during each stage of life. Let our team analyze your specific situation to help clarify your understanding of how your full financial picture looks and how planning can help create a secure future. Considerate assistance is offered for those who are facing especially delicate life changes like the death of a spouse or loved one.
Through in-depth wealth management planning and detailed analysis, our team provides a customized and flexible portfolio design based upon your risk tolerance and your financial objectives. Using Fidelity Investments as the custodian of our client's financial assets, our firm conducts professional investment management on a reliable platform.
Caring, Competent and Committed - characteristics that our founder Franklin H. Federmann MST, CPA / PFS instilled in our firm since 2005. Today, we continue in his honor to put our clients' needs first. Our fees are fully transparent and as a privately-held independent advisory firm, our advice and investment selection is never influenced by a corporate parent.
Federmann Financial Advisors ("FFA") is an SEC-registered investment adviser located in Rocky Point, New York. FFA and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which FFA maintains clients. FFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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