We Have Listed The Top 10 Financial Advisors In New York To Help You Choose The Best Professional For Your Needs.
Address: 39 Broadway Suite 1730 New York, NY 10006
Phone: 212-374-9008
Website: https://francisfinancial.com/
Our mission is to improve the lives of our clients through financial and personal empowerment. We guarantee to do everything in our power to make sure you’re financially secure and on track, and we promise to be with you every step of the way. Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother, Myra, stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me to a career in finance. My career started at a large firm where I soon realized that the difference I wanted to make required more freedom. I founded Francis Financial to create a place where our clients feel taken care of in every aspect of their financial life. We work with women going through difficult changes in their lives. We provide a judgement-free space, in which we prioritize compassion and kindness and are here as a support system, advocating and listening to our clients. Our goal is for our clients to feel confident and comfortable with money, by educating them and empowering them to live their life to the fullest. Stacy and her grandmotherOur success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication. Each one of our team members lives by our core values – passion for excellence, compassion, communication, integrity and supportive attention - and brings them to the office every day, to our relationships with each other, and to everyone who walks through our office doors. I continued in my mission to increase financial education for women by also founding the non-profit 501(c)(3) organization, Savvy Ladies, which is now run by a board of 30. Through its unique programming, Savvy Ladies helps women across the spectrum of ages, life experiences, and income levels, empowering them to identify their goals, make proactive choices about their finances, and lead richer, more rewarding lives. I couldn’t be prouder of the work we do every day at Francis Financial, and at Savvy Ladies.
Address: 10 Maxwell Drive, Suite 104B Clifton Park, NY 12065 United States
Phone: 518-280-0030
Website: https://www.cfany.com/
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. Our personal touch sets us apart. Although we are not a large organization, we have the experience and the expertise to provide the highest quality wealth management. Working as a team allows our clients to benefit from the diverse backgrounds of our advisors. Capital Financial Advisors of New York, LLC brings together four registered investment advisors with many decades of diverse experience in financial management and planning. Walton Williams and Paul Corr are Certified Public Accountants licensed by New York State and Personal Financial Specialists qualified by the American Institute of Certified Public Accountants. Kerry Mayo is an economist and a Certified Financial Planner® practitioner. Paul Corr and Julie Sciandra are also a Certified Financial Planner® practitioners. Julie Sciandra has an extensive background in investment research. All are members of the National Association of Personal Financial Advisors (NAPFA). In fact, Capital Financial Advisors of New York, LLC is Upstate New York’s only NAPFA corporate member.
Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom. The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better. Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.
Address: 1 Penn Plaza Suite 2420 New York, NY 10119
Phone: 212-685-3260
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. Your Financial Well Being Is Our First Priority. Because your financial situation has an incredible effect on the quality of your life, our business is one that carries a tremendous responsibility. It’s a responsibility we never take lightly. “It’s More than Money – It’s Life!” Your job is to understand what is important to you as it relates to your life and money. Our job is to listen, understand, and to place your money in the path of your dreams. The most important reward is your satisfaction. In This Relationship, We Both Have Responsibilities. We take the time to understand you and your family’s goals and dreams. We then design a strategy that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you. There is No Magic to Financial Management. The foundation for success begins with a budget, a savings goal, an emergency fund, and protection for the people you love. We’re here to help guide you. The best measure of your financial success is the quality of our long-term relationship. Small Steps Lead to Big Success. Sometimes we think we have to make major changes in our lives to get ourselves on track, but in reality major changes are often results of a series of small steps. Our job is to help you pursue your goals with the fewest number of steps and the greatest level of satisfaction. Stages. Our aim is to assist our clients in all stages of wealth accumulation. Initially it involves the steady accumulation of wealth achieved by building a balanced and efficient portfolio. Next is the distribution phase, a time when all your assets should coordinate together to provide sufficient and sustainable income for a comfortable retirement. We take a holistic approach to your financial life no matter what stage of your life you are in. We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and protecting wealth. All of our energies, commitment and efforts are focused on you and your success.
Address: 1271 Avenue of the Americas New York, NY 10020
Phone: 212-708-9100
Website: https://www.bessemertrust.com/
We’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you. You can take comfort knowing that we have the time, attention, and expertise to address every dimension of managing your wealth — now and for generations to come. Founded as a family office in 1907, Bessemer Trust brings you more than a century of private wealth management experience. In fact, managing private wealth is and always has been our one and only business. Getting to know you personally plays an essential role in how our wealth planning experts address your needs. They become familiar with you and your life, not just your financial assets, and draw on more than a century of experience to offer you the best solutions for your situation. We can help you put all of the arrangements in place to transfer your wealth according to your wishes, at appropriate times in your beneficiaries’ lives, and in the most effective and tax-efficient way. We can help foster communication among family members and provide the expertise necessary for ongoing management of assets such as a family business or vacation home. Beyond helping you grow your wealth through investing, our goal is to help protect it through judicious tax and risk management. Your team can conduct a thorough review to reveal your risk exposure, determining whether you’re making the most of tax opportunities and insurance strategies. We are here to help you prepare your family, from developing a customized education program about being responsible wealth stewards to helping articulate your family’s unique story and the values you’d like to transfer along with your wealth. You may feel strongly about supporting causes you care about. Our specialists can help you define and pursue your philanthropic goals with a strategy that best suits your needs.
In September 2019, Black Mountain Systems and AltaReturn came together to form Allvue. Merging Black Mountain’s extensive experience in data aggregation, process management, and business reporting with AltaReturn’s solutions for private capital fund managers, administrators and family offices, Allvue offers a broad set of alternative investment solutions with superior asset coverage. Our management team has extensive experience in building successful technology organizations. “The growth potential in the alternative investment industry is tremendous. Backed by a strong team and our ability to meet customers’ evolving needs in innovative ways, we are extremely well-equipped to capitalize on this opportunity.” “The growth potential in the alternative investment industry is tremendous. Backed by a strong team and our ability to meet customers’ evolving needs in innovative ways, we are extremely well-equipped to capitalize on this opportunity.” An effective data strategy can meaningfully streamline and de-risk a GP’s processes, as long as it’s not hindered by an unintegrated tech stack, according to Travis Broad, Manager, at Lionpoint Group. Technology offers GPs the ability to shift from an operational mindset to an analytical one, according to Travis Broad, Manager, and James McNicholl, Senior Consultant, at Lionpoint Group.
In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market. Today, that same passion is what drives our quest to innovate our platform, disrupt the status quo, and help financial professionals win by realizing their unique vision for success. Our great people bring their best each day to help you make a difference in the lives of your clients. Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win. One Orion Together, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued and heard. Innovate Thinking differently is in our DNA. We push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. Disrupt Our willingness to disrupt ourselves, and the industry, ensures we stay ahead of client expectations. Win It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Address:
Phone: 888-529-2648
Website:
For us, everything begins with living the CLA Promise, which is to know and help you. We’re able to do that because our people are so much more than accountants — they are colleagues and friends immersed in their respective industries, which means they have the know-how to be real difference-makers for your organization. At CLA, we’re experienced in delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services to help you succeed professionally and personally. With a virtual headquarters, our “team of teams” approach allows us to have professionals conveniently located in communities across the country. We’re one family, working together to create opportunities. And every day, these five values drive us as we work to meet our clients’ needs: Curious — We care, we listen, we get to know you. Collaborative — We help you seamlessly, bringing innovative teams to the table. Transparent — Our communication is clear and authentic. Inclusive — We embrace all voices and create opportunities for you in an energetic and inspiring environment. Reliable — We respond in hours, not days; we follow through, and produce quality results. First and foremost, our people are immersed in your industry. We know you, your organization, and your industry, combining our knowledge with yours to make you stronger. From startup through succession, we offer you what you need when you need it by leveraging a vast network of resources. We believe entrepreneurs are the backbone of the economy, so we tailor our offerings for the privately held businesses — large and small — and to meet the specific needs of owners. At CLA, you will work with resourceful people who are empowered to serve you rather than to merely perform obligatory functions.
Address: 33 Church St, 2nd Floor Fredonia, NY 14063
Phone: 716-672-7800
Website: https://hbkswealth.com/
We believe that to help you achieve your financial objectives, we have to know you well. To make a difference for you, we need to engage in thoughtful discussion of what your future might hold. That means talking about more than investments. It means looking at your financial condition holistically and presenting strategies that address your goals and aspirations—and staying engaged as your financial condition and goals evolve over the years. We are committed to working in your best interests, to applying the resources and expertise to address, understand and anticipate your challenges and objectives, to developing comprehensive solutions that put you in the best position to succeed in the way you define success. It’s one thing to create wealth, another to manage and protect wealth. We start with great people, experts in the financial disciplines that impact the accumulation, maintenance and distribution of wealth. And we support them with world-class resources. We seek first to understand you, your needs and objectives—then to develop the financial solutions that accommodate your goals, provide for your future and enable your dreams to become reality.
Address: 12 East 49th Street, 18th Floor New York, NY 10017
Phone: 347-580-5280
Website: https://heronwealth.com/
Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets. At Heron Wealth our goal is to have client relationships that last for a lifetime. Twenty years ago most people started thinking about retirement in their fifties and sixties. These days, we not only work with our clients and our clients’ children. We also work with young professionals in their thirties and forties who require financial planning and investment management services. We are proud of the fact that most new clients are introduced to us by existing clients or other professionals. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. Before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.