2023: Manhattan Voted Client Focused Advisors Best Financial Advisor!
Client Focused Advisors
122 E 42nd St #1903
(212) 573-5564 – clientfocusedadvisors.com
The name says it all — and it’s what they do. Client Focused Advisors put their clients’ needs first — they are a fiduciary and act independently. They offer transparent cost, so no hidden fees are coming your way when you work with them. They have a team model approach, so they can deal with families, individuals, and businesses and help all reach their financial goals. Some of their top services include those to small businesses, families, and retirees. They can help small businesses with loans, executive bonuses, and buy-sell agreements. They help retirees with estate planning, pension protection, and income replacement. Their website offers instant quotes, so you can figure out in a matter of minutes the numbers you’re looking for when searching for financial advisors. Get in touch with Client Focused Advisors today!
2022: Manhattan Voted Altfest Personal Wealth Management Best Financial Advisor!
Altfest Personal Wealth Management
445 Park Ave 6th Floor
(212) 406-0850 – altfest.com
Want to invest, but don’t know where to start? Fret not! Altfest Personal Wealth Management is here to help you! “We offer a comprehensive, truly objective approach to wealth management,” they say. “And we know you by name.” Each person is different, and depending on your income, assets, age, and goals you’ll need specialized help to create the future you deserve. That’s where Altfest Personal Wealth Management excels. You can book a complimentary consultation with their extremely dedicated staff, who will walk you through how they can assist you — and build the future you want, while being with you every step of the way! Book a meeting with them now, and say hello to the rest of your financial future!
2021: Manhattan Voted Morgan Stanley Best Financial Advisor!
522 5th Avenue, 11th Floor
(212) 603-6100 – advisor.morganstanley.com/search
Getting your financials in order can be one of the most grueling and confusing tasks you can face. This is why it is essential to have a financial advisor that you trust to make the process that much easier. Once you are assigned a financial advisor at Morgan Stanley, they will work hard to help you budget, manage your cash, plan for retirement and reach any other financial goals you have set for yourself. The team at Morgan Stanley has experience providing financial advice to individuals, families and institutions. Its financial advisors work off of the 5 principals the company was founded on: do the right thing, put clients first, lead with exceptional ideas, commit to diversity/inclusion and give back.
2020: Manhattan Voted TIAA Financial Services Best Financial Advisor!
TIAA Financial Services
750 3rd Ave
(866) 842-2442 – www.tiaa.org
TIAA Financial Services’ wealth management advisors are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for clients. The offices services include: individual advisory services, retirement plans, IRAs, mutual funds, managed accounts, life insurance, brokerage and trading, and 529 education savings. Advisors are available by appointment only, weekdays from 8 a.m. to 5 p.m. and walk-in visits are not available.