2022: Manhattan Voted Kevin Kautzmann, CFP – EBNY Financial LLC Best Financial Planner!
Kevin Kautzmann, CFP – EBNY Financial LLC
80 5th Ave Suite 1403
(212) 269-2625 – ebnyfinancial.com
Getting your finances 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 Kevin Kautzmann, CFP – EBNY Financial LLC, 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 Kevin Kautzmann, CFP – EBNY Financial LLC has experience providing financial advice to individuals, families and institutions. They know everyone’s situation and goals are different, and they will cater to you every need, while helping you get right on the track that you need to build a solid future!
2021: Manhattan Voted Altfest Personal Wealth Management Best Financial Planner!
Altfest Personal Wealth Management
445 Park Ave 6th floor
(212) 406-0850 – altfest.com
One of the biggest steps in living the life that you want to live is getting your financials in order. The team at Altfest Personal Wealth Management is there to get you on the right path to financial freedom. Altfest was first founded in 1983 by Lewis J. Altfest, who set out to make a comprehensive and objective approach to wealth management with a personal touch. He still runs the firm alongside his wife, Karen and their son Andrew, maintaining the same sense of personability today. Altfest Personal Wealth Management offers a free consultation for new clients, so if you are on the fence about trying out a financial planner then why not give it a try?
2020: Manhattan Voted Flores Wealth Planning Best Financial Planner!
Flores Wealth Planning
800 3rd Ave #2800
(917) 740-3898 – www.floresfinancialplanning.com
Planning your finances more often than not can be a hassle, but it doesn’t have to be. Flores Wealth Planning, spearheaded by Arthur Flores, helps you meet your financial goals by bringing together both financial planning and wealth management services. With more than 20 years of experience, Flores is a Certified Financial Planner professional and a registered financial advisor with the National Association of Personal Financial Advisors. Some of the services Flores offers are investment planning, insurance and risk planning, estate planning, college planning and retirement planning. He makes sure that busy individuals and families are taken care of by creating simple rules that are sure to help them “save, grow and protect their assets.