Find financial advisors in New York

Andres Garcia-Amaya founded Zoe Financial to empower you to make better financial decisions. Andres got his start in the industry at Morgan Stanley, as an Institutional Equity Sales Trader. He went on to complete his MBA at the University of Pennsylvania's Wharton School of Business. He rapidly rose through the ranks in various Executive Director roles

Source is a relationship-based firm with an extensive discovery process, giving us a deeper understanding of client priorities, family circumstances, and clients' hopes and dreams for the future. Building confidence during critical changes. When it comes to maintaining assets - and managing life - our unmatched level of specialty helps ensure clients

We bring the latest technology and keen financial insight to work for you, not for the financial institutions. Managing risk is the cornerstone of any financial effort. With prudent asset allocation strategies and exceptional monitoring tools, we are able to produce outstanding results to accommodate a wide number of risk appetite profiles. We place

NCheng LLP possesses a deep knowledge of nonprofit accounting, and the experience to be a trusted partner to any sized nonprofit organization. With their support, nonprofits can benefit from best-in-class FMS. Working with NCheng LLP has helped our organization tremendously. They have streamlined the budgeting process and prepared excellent monthly

BH Wealth's Orchestra of talented financial professionals consisting of Retirement, Investment, Risk & Insurance virtuosos, collaborate to implement our clients vision. Choosing the right wealth and risk management instruments can make the difference between a mediocre performance, or a masterpiece. Our values-based approach helps us choose the right

Every client is unique and every financial situation is different. However, there are common principles and values that guide all of our efforts at Park Avenue Financial Advisors. Our success with our valued clients' ultimately depends on a clear understanding of these fundamental values. Because your financial situation has an incredible effect on

Bringing together our supporters, advocates, and allies to celebrate the work of Savvy Ladies and honor those who are making a difference in supporting financial empowerment for women. Savvy Ladies' mission is to empower women to take control of their finances by providing a professional network of support & guidance, offering free financial advisors

A selection of Stifel newsletters and financial articles to help you gain a greater understanding of important financial topics. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021. This article discusses various high-frequency indicators economists use to monitor the

At Francis Financial, our award-winning financial advisors guide individuals and families through life changes such as divorce, widowhood, or sudden wealth. We are a Fiduciary, Fee-Only firm, located in New York, NY, serving clients in the New York tri-state area and across the country. We are required by law to put your interests first and only 1.6

As busy entrepreneurs and professionals ourselves, we come to work everyday because we want to help our clients achieve a fulfilling life based on financial confidence. We are an investment management firm founded in 2010 by a group of senior investment professionals and high net worth investors. We are based in New York City and registered with the

Since 1994, Lauren Prince has practiced as a certified financial planner practitioner, or CFP. A CFP professional is trained in the areas of insurance, estate planning, taxes, retirement planning, budgeting and debt management, and investments. Four specific steps are needed to receive and maintain the credentials of CFP. Lauren is committed to maintaining

Most people think of financial planning as simply saving for the future and setting financial goals. But at Thinking Big Financial, money is bigger than what goes in and out of your bank account. Thinking Big offers comprehensive financial planning and investment management services backed by years of Wall Street experience. As a financial advisor

CFA is a full-service financial services firm, providing accounting, tax, advisory and forensic accounting/litigation support services to individuals, domestic and international businesses and their attorneys, real estate organizations and not-for-profit organizations. We are recognized as a preeminent accounting firm in the New York Metropolitan area

E1 Asset Management will design the portfolio that's just right for your investment needs. We offer: comprehensive management for your entire portfolio, IRA management, non-retirement account management, insurance, and many other types of investment accounts. Investments include portfolio diversification from stocks that offer dividends, potential for

Oxford Valuation Partners is a full-service, global financial advisory firm serving private companies and Investment funds that brings problem-solving excellence and a full array of tools to serve our clients. We act as thought-partners and thought-leaders, working closely with our clients and helping them understand the range of options available to

The Yuba Group was founded in 2010 with the focused goal of providing independent, objective analysis and advice to higher education and not-for-profit institutions. We recognize that institutional capital planning and financing have become even more challenging in today's uncertain economic environment, and the volatility in the markets and the unique

Founded in 2003, we are a team of creative problem solvers with deep, practical experience in the public and private sectors. We help our clients create more equitable, inclusive, and resilient communities. We bring our expertise in financial structuring to bear on difficult problems. We work with our clients to provide strategic, actionable advice

Fielder Capital Group LLC (Fielder) is an SEC registered investment adviser that was founded in 2009 in New York.* In 2020 Fielder's team relocated from New York to Nashville in order to better serve our clients from a more cost-effective, central location. Today we provide investment management, holistic financial advisory, and family office services

Don't let this pandemic interfere with your financial goals. You will work in partnership with a dedicated Certified Financial Planner professional in various ways - face-to-face, online meeting, e-mail and phone. Arthur Flores is always available to answer any questions you may have during and after the financial planning engagement. Flores provides

We strive for a deep understanding of each client's needs and work closely with each client to develop an investment program that best meets these needs. For each client, we bring to bear a broad range of experience and skills. Our commitment to help our clients solve their financial problems often results in our going beyond portfolio management activities

We all need to save money for that rainy day, but here are a couple of tips that you may have overlooked. Cancel automatic subscription accounts We all have monthly subscriptions to various things in the digital age, but do you really need them? Evaluate what you are subscribed to and remove the redundant ones. You will be surprised what you save.

We are financial advisors to the global gaming and resort industries including Sports Betting and Esports. We arrange strategic partnerships and early stage capital for developers, provide mid-market investment banking services, perform complex valuation work and provide litigation support. SGC fills the gap between gaming consultants and balance sheet

Rossoff & Company is a firm of professionals who have operated in the financial sector on Wall Street and internationally and have executed a combined $200 billion in transactions. Mr. Rossoff is an expert in Mergers and Acquisitions, Leveraged Finance, Restructuring and Private Equity. He conducts his investment banking practice at GLC Advisors LLC

Chartered Capital Advisers provides merger & acquisition, valuation, and corporate financial advisory services on behalf of corporate clients, investors, financial institutions, attorneys, accountants, and participants in employee benefit plans. Since we opened our New York City office in 1988 we have served over 600 clients of all sizes throughout