Financial Planners in New York

“I got valuable retirement advice from Miguel and am so grateful! He was generous with sharing knowledge, and helped me understand how to set up my retirement savings as a solo business owner and what to think about as my business grows. There are some people who genuinely care about what they do and the people they serve, and Miguel is definitely one of those people.“

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“As an employee- my review is inherently biased, so disclosure is necessary. However, I'd like to think my impartial opinion rings true. Joe is a true fiduciary through and through. It's a rare find in an industry rife with misinformation. He takes a comprehensive approach to all client financial matters and genuinely cares for your well-being. This is demonstrated by his multi-decade-long relationships with clients.“

“Good service. Professional people and lawyers. Good food. Lobster was great. Cocktails could be better.“

“The way Michelle and her team combine professional financial management with personal attention is exceptional. They have exceeded all my expectations regarding the role of a financial manager, and the positive impact that has had on my life.“

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“I have been with Scott and Premier Tax for 30 years, and thanks to their shrewd planning I now have a worry free retirement. I am so grateful for their intelligence and expertise!“

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