Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 21 Financial Planners for New York City, ny.
Analysis of all reviews across verifiable platforms to determine overall sentiment.
Team experience and knowledge, along with number of years in business.
The quality of service delivered measured by quality, speed, and value.
Rate at which the business consistently produce high quality outcomes.
Reputation and quality of customer experience departments.
For more than a decade, Douglas A. Boneparth has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. Bone Fide Wealth equips their clients with the tools they need to approach today’s reality and succeed. They are located in New York City.
Their team of brilliantly savvy finance people, has over a decade of experience in the Wealth Management Industry to help young professionals get smart with all things money. They are a modern financial planning firm for H.E.N.R.Y.s™. Their expert’s will help you better understand how to be money savvy, build a personalized ?nancial game plan to achieve the lifestyle you want, and do it with the least amount of compromise.
Roger Ma, is a NYC-based CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, and founder of lifelaidout. He work with people across the country to help them reach their financial goals, live great lives, and achieve peace of mind. He focuses on understanding your goals and where you want to go.
Magnus Financial Group LLC is an independent investment management firm. They provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, their advisors have put client needs first and have helped them achieve long-term financial success and security. The Magnus approach to wealth management has been built around the need to develop a clearly defined strategy to help a spectrum of clients with varying financial goals.
The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (AAAA) was created to address the needs and concerns of African American Financial Professionals. AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals. They work in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations.
The wealth management industry is flawed. It is fixated on selling investment products with bloated hidden fees rather than providing sound advice. The common financial advisor role as a salesperson providing access to financial products and trade execution remains the status quo, yet technological innovation has commoditized these tasks.
Truly independent planning and consulting, offers clients access to the finest unbiased advice, products and services. Pivotal Financial Services is a small independent minded boutique firm with the ability to make the pivotal choices needed to provide their clients with superior personalized, professional service that maintains their advantage over the larger impersonal, one size fits all firms.
With a CFP professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan. Whether you’re starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP professional can help you. They are based in New York City.
Erika Safran is founder of Safran Wealth Advisors. She has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika understands the collaborative relationship required to help clients realize their dreams and make smart financial decisions. Erika has shared financial advice as a guest on CNBC, CNN, NY1, BBC News, and more.
Shawn has over 10 years of experience in the financial services field and specializes in financial planning and portfolio allocation strategies. Shawn earned a Certified Financial Planner designation in 2013 and holds a B.A. from Syracuse University. Shawn is currently an active member in the Long Island chapter of the Financial Planning Association. He is a lifelong auto enthusiast.
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. They continuously work hard to maintain the boutique feel our clients love us for. They are serving the whole of New York.
Rob Clarfeld had a vision for a Client-Driven, Comprehensive wealth management firm of unmatched technical expertise. At the time, the prevalent business model within the industry was that of a single-disciplined, narrowly focused expertise, supplemented by the outsourcing of complementary services. They manage over $6 billion of assets on behalf of their clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including trusts and charitable foundations.
At Felton and Peel Wealth Management, their dedicated team of professionals provide comprehensive financial planning the un-traditional way; through a monthly subscription service based on fiduciary standards. They are financial planners making a difference. Over their collective 50 plus years of experience, they’ve witnessed the tidal wave-like shift in the financial services industry that has swept in the need for a more authentic and transparent approach.
The firm’s name, Thinking Big Financial, took shape out of the idea of thinking bigger about my future. Their mission is to help people to think big about their own lives and take the steps necessary to get to the future they envision. It is my core belief that many of their aspirations in life however big or small require thoughtful planning.
Green America works for a world where all people have enough, where all communities are healthy and safe, and where the bounty of the Earth is preserved for all the generations to come. Green America operates as a collaborative and participatory workplace, where staff members reach consensus through democratic decision-making processes on key strategic issues for the organization
At Regent Atlantic they define Wealth Management as the integration of financial planning and investment management to help their clients achieve their personal and financial goals. All of their wealth management advisors are fiduciaries, a legally defined standard of guidance and service that means an advisor is required to always act in his or her clients’ best interests. They are located in United States.
Vanguard Personal Advisor Services is the digital investing brand of the year, receiving the highest numerical equity score and the highest numerical score relating to Trust and Love among digital investing brands included in the 2019 Harris Poll EquiTrend Study, which is based on opinions of 45,541 U.S.
Hector M. Rivera, CFP, CLU is the Director of Investments and a Financial Advisor with Forest Hills Financial Group working in both the NYC. As a Certified Financial Planner, Hector helps his clients plan and achieves the goals that are most important to them. With over a decade of wealth management experience, as Director of Investments, Hector trains the firm’s financial advisors on investment strategies that will help achieve client goals and guide clients through the changing financial markets.
Stacy Francis is the Founder, CEO and President of Francis Financial, Inc., a Wealth Management and Financial Planning firm. With over 18 years of experience in the financial industry, she is a CERTIFIED FINANCIAL PLANNER, a Certified Divorce Financial Analyst, and a Certified Estate Planning Specialist. She is the Co-Director of the Association of Divorce Financial Planners’ Greater New York Metro Chapter and a member of the Women Presidents’ Organization.
At Prestige Wealth Management Group, as a family-owned business, they believe in treating their clients with the same care as they would a member of their own family. Just as you invest your money, they invest their time forming true, meaningful relationships with every client. And when you choose us to navigate life’s financial burdens with you, they bring the highest level of personal service and financial guidance. That’s our commitment.
At Edelman financial engine their team is made up of some of the brightest minds in the business. From their founders to our leadership team to their employees, everyone here wants to help make your retirement better. e planning a comprehensive approach that means they can help you with any decision in your life related to a dollar sign.