Financial Planners in New York

“As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters. My mother had been contemplating retirement for years and Covid finally prompted her to get more serious about setting an end date. We didn’t know where to start, but thankfully we found Chris Jennings and he has been wonderful.

Despite years of responsible saving, the idea of living without a salary was daunting to her. Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security. After just a few meetings, we have more clarity than ever and that feeling of angst has gone away.

Chris also introduced us to an affordable attorney who helped retitle our family beach home as part of her estate plan. He was also somehow able to turn one of her old IRAs into a Roth for a low cost. I still don’t understand all of it, I just know that we feel SO much better about everything. Having confidence that my mother can live comfortably as she continues to age has been invaluable to us.

Chris is so detailed, always eager to help, and even offered to meet with us in the evening to accommodate our hectic schedules. Not only is he extremely knowledgeable, he clearly loves what he does and that has made it even more enjoyable to work with him. We initially loathed the idea of going through this process but now feel a huge sense of relief. Thank you Chris!“

“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.“

“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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“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.“

“Corey D Flaum is engageable with a solid knowledge base. He goes above and beyond to provide information with courtesy. I recommend him without reservation. I would ask for him by name, the next time I utilize these services.“

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“I have been working with HIG professionals in New York City for the past five years doing portraits of new hires and recently promoted employees. With over 60 professionals shot I can say with confidence these are people with integrity and strong work ethics. Greatly admire this company.“

“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.“

“I have worked with Derrick over the last few months and he has been very helpful with both my business and retirement financial planning. He is great with communication both on the phone and email and explains everything in a way that makes sense. He works closely with Cameron and they have both allayed all my financial worries and concerns. I look forward to working with them going forward“

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