Below is a list of the top and leading Financial Management Services in New York. To help you find the best Financial Management Services located near you in New York, we put together our own list based on this rating points list.
New York’s Best Financial Management Services:
The top rated Financial Management Services in New York are:
- Altfest Personal Wealth Management – provides comprehensive and truly objective approach to financial management.
- Earn into Wealth – offers sustainable, long-term strategies that fit your lifestyle
- Beekman Financial Planning, LLC – your partner in money decisions
- Vital Planning Group – provides a simplified financial planning
- Astra Strategic Wealth – brings your financial goals into focus
Altfest Personal Wealth Management
When you are in search for a financial advisor who will help and guide you to meet your goals, that is, to protect the financial aspects of your life, then Altfest Personal Wealth Management is an excellent choice. Whether it is about loans, credits and debt, education plans, savings or investments, Altfest is your partner in financial management. They are a team of professionals who are devoted, friendly and smart to anticipate your needs and make your life much more easier.
At Altfest, you will learn about knowledge on investments and you’ll receive proper guidance on your special financial situation. Their approach is proactive by identifying the risks when it comes to financial management. Altfest makes sure that clients are happy and comfortable with them.
Products/Services:
Financial Management, Wealth Management
LOCATION:
Address: 445 Park Ave 6th floor, New York, NY 10022
Phone: (212) 406 0850
Website: altfest.com
REVIEWS:
“My family has been using Altfest for managing our savings and retirement investments practically since the company started. Altfest did very well by my parents, who could retire comfortably because of the company’s good management of their accounts.” – Barbara Krasnoff
Earn into Wealth
Earn into Wealth provides financial planning and investment management. They care especially for professionals who graduated with lots of credentials and financial accountability. This financial planner encourages clients to invest the same amount of effort to learn about managing personal finances, like the time they’ve invested to earn their education and credentials. They are ready to help you to achieve financial success same with the professional success you’ve worked for. Clients are given advice that supports the client’s visions which will in turn help them attain financial independence.
Products/Services:
Financial Planning, Investment Management
LOCATION:
Address: 1460 Broadway, New York, NY 10036
Phone: (646) 494 6220
Website: earnintowealth.com
REVIEWS:
“It has been a pleasure partnering with Kaya for my finances. I initially went into this partnership with a different mindset of what I “needed” to do with my money, but after providing detailed analysis, Kaya showed me a different perspective. From her consistent check-ins to ensure goals are met to providing very detailed understanding of our strategy, I am confident that EIWS is helping me to reach my financial goals and I am undeniably learning so much along the way!” – Tiffany Sanders
Beekman Financial Planning, LLC
Beekman Financial Planning, LLC is composed of Certified Financial Planners who have extensive years of experience in personal financial planning, investments, retirement planning and education planning to name a few.
Their target market includes retirees, professional, business owners, executives as well as other groups. Beekman’s objective is to guide and help clients to achieve their financial goals through planning finances carefully and thoroughly. Through their team’s sound judgement and expertise, all your financial aspects can be integrated in one coordinated plan.
Products/Services:
Financial Planning, Investment Management
LOCATION:
Address: 200 Park Ave 17th Floor, New York, NY 10166
Phone: (212) 729 9244
Website: findoc1.com
REVIEWS:
“A great financial experience awaits you.” – Frederick Weiner
Vital Planning Group
In the field of financial and investment management, Vital Planning Group is also one that offers a customized and comprehensive solutions. Their aim is to plan, grow, protect and preserve the interests of clients in terms of financial aspect.
Their team’s approach is based on the needs of a client in its financial situation. In Vital Planning, it takes a four-step process to determine best financial management strategy to enable the clients achieve their life goals. These are analysis, recommendation, implementation and review. With this technique, you can be guaranteed to get the right strategy to attain your financial goals.
Products/Services:
Financial Planning, Investment Management
LOCATION:
Address: 200 Park Ave #3200b, New York, NY 10166
Phone: (888) 848 2501
Website: vitalplanning.com
REVIEWS:
“Alex was great to work with!!! I had an issue with my prior employer selling and me potentially being taxed a high amount due to a loan I took against. He was able to get me rolled over into a well performing ira within days!!! Responsive, knowledgeable & courteous!! I highly recommend!!!!” – Trevor Morris
Astra Strategic Wealth
Astra Strategic Wealth is owned by Kevin Peacock, a Certified Financial Planner. It caters various financial advisory services in financial planning and investment management. Astra believes in the uniqueness of the clients. So, the solutions that they offer are designed to suit a variety of tax situations, needs, risk tolerances and financial goals.
Before they come up with a financial strategy then make sure that excellent research is done. Also, Astra ensure that the interest of advisors and clients must be aligned. Upon hearing their client’s status, they will work in collaboration to design a customized path towards financial freedom.
Products/Services:
Investment Management, Financial Planning
LOCATION:
Address: 99 Madison Ave #631, New York, NY 10016
Phone: (800) 805 8740
Website: astrasw.com
REVIEWS:
“Kevin Peacock and Astra Strategic Wealth create financial success – Period. The methods for investing that Kevin helped me put into place (and catering the plan to my needs of course) has proved to be so very rewarding in so many ways. If you haven’t spoken with Kevin about your financial situation and the ways it can be improved, I highly recommend you do so.” – Steven Kass
Alain Atkins is the senior editor for Kev’s Best. Alain has been working as a journalist for nearly a decade having published pieces in many print and digital publications including the Argus Leader and the Huffing Post. Alain is based in St Louis and covers issues affecting his city and state. When he’s not busy in the newsroom, Alain enjoys backpacking.