Best Financial Advisors in New York, NY

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List of Firms

New York, NY Fiduciary Financial Advisors

SEC File# 801-117745
CRD# 285158
5 out of 5
Location 31 W 34th St., New York, NY 10001, USA
Phone (646) 680-9244
Directions
SEC File# 801-114445
CRD# 285510
Location 14 E 60th St Ste 402, New York, NY 10022, USA
Phone (212) 752-4343
Directions
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Joseph Soranno - Financial Advisor, Ameriprise Financial Services, LLC
Location 530 5th Ave Fl 10, New York, NY 10036, USA
Phone (212) 849-6566
Directions
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Beekman Financial Planning LLC
SEC File# 801-68702
CRD# 145370
5 out of 5
Location 200 Park Ave 17th Floor, New York, NY 10166, USA
Phone (212) 729-9244
Directions
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Simon Quick Advisors, LLC
Location 1270 6th Ave Suite 420, New York, NY 10020, USA
Phone (973) 525-1000
Directions
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Daniel Dichter - Financial Advisor, Ameriprise Financial Services, LLC
Location 530 5th Ave Fl 10, New York, NY 10036, USA
Phone (212) 849-6543
Directions
Financial Advisors in New York, NY

Where Certified Financial Advisors in New York, NY Serve

New York, NY is a bustling metropolis that is home to some of the world's most iconic landmarks, including the Statue of Liberty, Empire State Building, and Central Park. The city is also home to a diverse range of top employers, including financial giants like Goldman Sachs and JPMorgan Chase, as well as media powerhouses like NBCUniversal and ViacomCBS.

Navigating New York's dense network of highways and streets can be a challenge, but major thoroughfares like the Brooklyn-Queens Expressway and the FDR Drive are essential for getting around the city. Meanwhile, neighborhoods like SoHo, Greenwich Village, and Williamsburg offer unique cultural experiences and diverse communities.

Overall, New York is a city that is constantly evolving and pushing the boundaries of what is possible. Whether you're a visitor or a resident, there is always something new and exciting to discover in the Big Apple.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New York, NY can benefit greatly from the guidance of a financial advisor. With the high cost of living in the city, a financial advisor can help individuals create a budget and savings plan that works for their unique situation. Additionally, many New Yorkers work in industries with fluctuating incomes, such as entertainment or freelance work, and a financial advisor can provide strategies for managing irregular income. Another specific challenge for New Yorkers is the complex tax system, and a financial advisor can help navigate the intricacies of filing taxes in the city. Overall, a financial advisor can provide valuable support and expertise for residents of New York, NY to achieve their financial goals.

Insurance Broker

Residents of New York, NY can benefit greatly from the services of an insurance broker. With the fast-paced lifestyle and high cost of living in the city, having an insurance broker to navigate the complex insurance market can save residents time and money. Additionally, New York City is known for its unique risks, such as high crime rates and extreme weather conditions. An experienced insurance broker can help residents find policies that specifically address these risks and provide adequate coverage. Whether it's finding affordable health insurance or protecting against property damage from a hurricane, an insurance broker can provide personalized guidance and support to ensure that New York, NY residents are properly covered and prepared for any unexpected events.

Retirement Planning

Residents of New York, NY can greatly benefit from the services of a retirement planner. With the high cost of living in the city, it can be difficult to save enough money for retirement while also covering daily expenses. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. They can provide guidance on investment strategies, tax planning, and maximizing retirement benefits. Additionally, with the diverse population of New York, NY, retirement planners can offer specialized expertise in areas such as estate planning for those with complex family structures or international investments for those with ties overseas. Overall, a retirement planner can provide peace of mind and a clear path towards a comfortable retirement for residents of New York, NY.

Wealth Management

Residents of New York, NY can benefit greatly from the expertise of a wealth manager. With the city's high cost of living and fast-paced lifestyle, it can be challenging to manage finances effectively. A wealth manager can help individuals and families create a personalized financial plan that takes into account their specific goals and needs, such as saving for retirement, paying for education, or buying a home. Additionally, a wealth manager can provide guidance on investment strategies, tax planning, and risk management. In a city where the financial industry is a major player, a wealth manager can help navigate the complex financial landscape and make informed decisions to achieve long-term financial success.

Mortgage Loan Officer

Residents of New York, NY can benefit greatly from the assistance of a mortgage loan officer. With the notoriously high cost of living in the city, many residents may struggle to save enough money for a down payment on a home. A mortgage loan officer can help by providing guidance on various loan options and programs that may be available to them, such as FHA loans or down payment assistance programs. Additionally, with the diverse population and varying income levels in New York, a mortgage loan officer can work with each individual to find a loan that fits their unique financial situation. They can also provide valuable advice on navigating the complex and competitive New York City real estate market. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase a home in New York, NY.

Tax Services

Residents of New York, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by navigating the complex tax laws and regulations specific to New York City. For example, New York City has its own set of tax codes and regulations that differ from the state and federal levels. A tax advisor can help residents understand these unique requirements and ensure they are in compliance. Additionally, New York City residents often face higher taxes and a higher cost of living, making it even more important to have a tax advisor who can help them maximize deductions and minimize tax liability. Overall, a tax advisor can provide invaluable assistance to New York City residents looking to navigate the complex world of taxes and ensure they are making the most of their financial situation.

Estate Planning Lawyer

Residents of New York, NY can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their death. This is especially important in New York, where the estate tax exemption is much lower than in other states. An estate planning lawyer can help residents navigate complex tax laws and ensure that their heirs receive the maximum benefit from their estate. Additionally, a lawyer can assist with creating trusts, establishing guardianship for minor children, and setting up healthcare directives. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out in the event of their passing.

New York, NY Financial Resources

New York, NY Chamber of Commerce

https://chamber.nyc/

New York, NY City Hall

https://www.nyc.gov/

New York, NY Public Library

https://www.nypl.org/

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