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Best Financial Planners in New York City, New York

Finding the right financial planner in New York City can be a game-changer for your financial health. Whether you are looking to grow your wealth, plan for retirement, or manage complex estate issues, a seasoned financial planner can provide the expertise and guidance you need. Here’s an in-depth look at some of the top financial planners in NYC, what they offer, and what clients have to say about them.

What to Look for in a Financial Planner

When searching for a financial planner, there are several key factors to consider to ensure you select the right professional for your needs.

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Experience and Credentials: Look for planners with extensive experience and relevant credentials such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Personal Financial Specialist (PFS). These certifications indicate a high level of expertise and a commitment to continuing education.

Fee Structure: Financial planners can be fee-only, fee-based, or commission-based. Fee-only planners charge a flat rate or hourly fee and do not earn commissions from selling financial products, reducing potential conflicts of interest. Fee-based planners may receive both fees and commissions, while commission-based planners earn by selling financial products.

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Specializations: Depending on your needs, you may want a planner who specializes in certain areas such as retirement planning, tax planning, estate planning, or investment management. Ensure the planner’s expertise aligns with your financial goals.

Fiduciary Duty: Planners with fiduciary duty are legally required to act in your best interest. This is a crucial aspect to consider to ensure that your financial planner’s advice is unbiased and focused on your best outcomes.

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Client Reviews and Testimonials: Reviews from current and past clients can provide insights into a planner’s reliability, professionalism, and the quality of their services. Look for patterns in reviews to understand the planner’s strengths and weaknesses.

Personal Connection: Financial planning is a personal process. It’s essential to feel comfortable with your planner and trust their judgment. An initial consultation can help you gauge their communication style and whether it fits your preferences.

Cerity Partners

Overview

Cerity Partners is renowned for its comprehensive range of financial services and commitment to serving a diverse clientele, from high-net-worth individuals to those just starting their financial journeys. Their services include investment solutions, estate and gift planning, insurance planning, tax planning and preparation, and more.

Services Offered

  • Investment Solutions: Tailored strategies to match clients’ risk tolerance and financial goals.
  • Estate and Gift Planning: Efficiently managing estate taxes and preserving wealth for future generations.
  • Financial Planning: Comprehensive planning covering all aspects of personal finance.
  • Insurance Planning: Evaluating and recommending suitable insurance products.
  • Tax Planning and Preparation: Minimizing tax liabilities and ensuring compliance.
  • Marital Financial Planning: Assisting couples with financial planning before and after marriage.
  • Cross-border and Trust Services: Managing finances across different jurisdictions.
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Client Reviews

Clients appreciate Cerity Partners for their personalized approach and comprehensive services. Many highlight their professional and empathetic advisors who provide tailored advice and support.

Contact Information

  • Address: 335 Madison Avenue, 23rd Floor, New York, NY 10017
  • Phone: 212-850-4260
  • Website: Cerity Partners

Table: Cerity Partners Services

Service Description
Investment Solutions Tailored investment strategies to match client goals and risk tolerance.
Estate and Gift Planning Efficient estate tax management and wealth preservation.
Financial Planning Comprehensive planning for all aspects of personal finance.
Insurance Planning Evaluation and recommendation of suitable insurance products.
Tax Planning and Preparation Minimizing tax liabilities and ensuring compliance.
Marital Financial Planning Financial planning assistance for couples.
Cross-border and Trust Services Managing finances across different jurisdictions.

AITi Tiedemann Global

Overview

AITi Tiedemann Global caters to a diverse clientele, including high-net-worth individuals, charitable organizations, and investment funds. Their focus is on wealth management, impact investing, and strategic alternatives.

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Services Offered

  • Wealth Management: Personalized strategies to grow and protect clients’ wealth.
  • Impact Investing: Investments that generate positive social or environmental impact.
  • Strategic Alternatives: Innovative solutions for complex financial situations.

Client Reviews

Clients commend AITi Tiedemann Global for their innovative investment strategies and commitment to client success. Their advisors are noted for their in-depth analysis and tailored recommendations.

Contact Information

  • Address: Not available
  • Phone: 781-235-1099
  • Website: Not available

Table: AITi Tiedemann Global Services

Service Description
Wealth Management Personalized strategies to grow and protect wealth.
Impact Investing Investments generating positive social or environmental impact.
Strategic Alternatives Innovative solutions for complex financial situations.

Steward Partners Investment Advisory

Overview

Steward Partners Investment Advisory provides a wide range of financial services, including advisory services, wealth management, and institutional consulting. They cater to both high-net-worth clients and the average investor, offering group advising services for business owners and multiple beneficiaries.

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Services Offered

  • Advisory Services: Professional guidance on various financial matters.
  • Wealth Management: Comprehensive strategies to grow and manage wealth.
  • Institutional Consulting: Services tailored to the needs of institutions.
  • Insurance Planning: Evaluation and recommendation of suitable insurance products.

Client Reviews

Clients appreciate Steward Partners for their inclusive approach and dedication to client education. The firm’s advisors are praised for their transparency and commitment to client interests.

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Contact Information

  • Address: 140 E 45th St, 36th Floor, New York, NY 10017
  • Phone: 212-364-0364
  • Website: Steward Partners

Table: Steward Partners Investment Advisory Services

Service Description
Advisory Services Professional guidance on various financial matters.
Wealth Management Comprehensive strategies to grow and manage wealth.
Institutional Consulting Services tailored to the needs of institutions.
Insurance Planning Evaluation and recommendation of suitable insurance products.

Conclusion

Selecting the right financial planner in New York City involves careful consideration of their experience, credentials, fee structure, specializations, and client reviews. Cerity Partners, AITi Tiedemann Global, and Steward Partners Investment Advisory are among the top firms that offer a range of services tailored to meet diverse client needs. Their commitment to providing personalized and comprehensive financial planning services makes them standout choices for anyone looking to secure their financial future in the bustling city of New York. By taking the time to research and select a planner that aligns with your financial goals, you can ensure a prosperous and financially secure future.

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