Financial Planners near West Nyack

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“excelente servicio en Austro financial services, oficina manhattan , gracias Sra Edith Sandoval por su amabilidad y eficacia“

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“Hubby and I came here in 2017 for retirement planning. We cannot say enough good things about Matthew Clement and his team! Matthew has the heart of a teacher, which is so important for navigating the not-so-clear road towards retirement.“

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“Absolutely the best financial company. I am completely satisfied with the outstanding service provided by Ken and his team!“

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“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!“

“Me and my family have been with Kraner for over 5 years and I dont have enough to say about the CEO Vlad Zherenovsky and his company. They take care of me like I'm part of the family and I am extremely satisfied. I've sent multiple family members Kraners way and we all absalutly love them.Thank You so much Vlad for you dedication to our family“

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“I cannot say enough about my financial adviser, Kevin Power. Kevin listens to your concerns and works with you to meet your investment needs. While my results may not be the same as yours, I am proof you don't need a fortune to have a secure financial future, you just need an adviser like Kevin. I recommend Kevin to my friends as it isn't every day you find an adviser who is not only good at his job, but also cares about his client. Ask yourself how often does someone who has a great financial adviser pass his/her name onto you and the answer is almost never.
Thank You Kevin and the SKG Group at Barnum Financial.“

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“My wife and I recently had the pleasure of working with Chris Kampitsis, a Financial Planner, Financial Services Executive, and Investment Advisor Representative at Barnum Financial Group. Chris utilizes a team approach to provide clients with world-class service, and we experienced this firsthand. Before meeting Chris, our savings were scattered across various accounts, including 401(k) plans, Pension Plans, IRA accounts, and a brokerage account. Frankly, we had no idea how well we were doing with our assets so dispersed. The best decision we made was meeting with Chris to discuss our retirement preparedness. From our very first meeting, we knew we needed Chris's help. He and his team literally held our hands as we gathered all our assets. Chris provided us with clear, actionable advice designed to ensure that we never have to worry about retiring comfortably. He not only gave us excellent advice but also delivered on it. One of the most impressive aspects of working with Chris is his availability and proactive approach. He is always available to take our calls and meets with us several times a year to review our accounts and make sure we're on track. His dedication and attentiveness give us great confidence in our financial future. Thanks to Chris and the Barnum Financial Group team, we now have a consolidated, well-managed portfolio that gives us peace of mind. Choosing to work with Chris was the best financial decision my wife and I have ever made. We wholeheartedly recommend Chris Kampitsis and his team to anyone looking to secure their retirement and achieve financial peace.“