Financial and Estate Planning

PSP member tips about hiring a financial advisor:

  • "If you don't need investment advice you can receive free financial counseling from the city through a non-profit service provider by calling 311. I work for Neighborhood Trust Financial Partners one of the service providers as a manager. The services are free, confidential, and high quality. They can help you review your credit, create a budget and also handle more complex issues such as managing foreclosure, contemplating bankruptcy, medical debt negotiations and student loan payments."
  • "I think it's important to understand how a Planner is compensated and if there may be any conflicts of interest. Here is a link is a link to questions to ask before hiring a Planner. It's from the CFP board website. They enforce the ethical standards that all CFPs must uphold. Consumers should be aware of what they are signing up for! If you want to pass this along it might help the folks decide on who's the best fit to help their particular situation."
  • "Most reputable financial planners should be willing to work with you on an hourly basis to do the planning part (as opposed to the investing part). There are many recommended ones on here, I got a guy who is kind but in the city. Most CFPs are going to still charge you in that 1-2k range I think for a one time plan."

 

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Total Reviews:  1
Street:  246 5th Ave, Floor 5
Phone:  (917) 509-2537
.:  

Discount:  

1/2-hour complimentary consultation on saving for college, tailored to New York parents

or

1/2-hour complimentary consultation on your 401(k) or 403(b) (You’ll need to send us your plan info at least 3 days in advance) - for anyone who’s ever wondered, “what the heck are these investment options?” or “am I doing the right thing?”

Email us at concierge@aboveboardfinancial.com to get started!

Total Reviews:  1
Street:  1155 6th Ave 11th floor
City:  New York
State:  NY
Zip Code:  10036
Neighborhood:  Midtown Manhattan
Total Reviews:  1
Phone:  office: 913-202-7633, cell: 816-522-6999
Total Reviews:  1
Total Reviews:  1
Total Reviews:  1
Street:  245 Park Avenue Suite 1800
City:  New York
State:  NY
Zip Code:  10167
Phone:  646.366.6656
Neighborhood:  Midtown Manhattan
Total Reviews:  1
Street:  1150 South Ave Ste 305
City:  Staten Island
State:  NY
Zip Code:  10314
Phone:  (718) 761-3960
Neighborhood:  Staten Island
Total Reviews:  2
Street:  120 Broadway, 37th Floor
City:  New York
State:  NY
Zip Code:  10271
Phone:   212-701-2517 or 732-673-3894
Neighborhood:  Manhattan
Total Reviews:  1
Street:  564 72nd St
City:  Brooklyn
State:  NY
Phone:  (646) 543-8065
Neighborhood:  Bay Ridge
Total Reviews:  3
Phone:  (917) 496-1287
Total Reviews:  1
Street:  2 Westchester Park Drive, Suite 215
City:  White Plains,
State:  NY,
Zip Code:  10604
Phone:  (914) 686-0024
Total Reviews:  1
Street:  375 Passaic Ave
City:  Fairfield
State:  NJ
Zip Code:  07004
Phone:  (973) 227-5900
Neighborhood:  Fairfield
Total Reviews:  1
Total Reviews:  1
Street:  530 Fifth Avenue, 11th Floor
City:  New York
State:  NY
Zip Code:  10036
Neighborhood:  Midtown Manhattan
Total Reviews:  1
Phone:  646-298-6463
Total Reviews:  2
Street:  304 7th Avenue
Phone:  (718) 788-2500
Neighborhood:  Park Slope
Total Reviews:  1
Street:  909 3rd Ave #7937
City:  New York
State:  NY
Zip Code:  10150
Phone:  (412) 334-3748
Neighborhood:  Midtown Manhattan
Total Reviews:  1
Phone:  917 693 5768
Total Reviews:  1
Phone:  917-559-6530
Total Reviews:  1
Total Reviews:  10
Street:  Carroll Street & 5th Avenue
City:  Brookyn
Phone:  (646) 249-9880
Neighborhood:  Park Slope
Total Reviews:  1
Phone:  (646) 286 0290
Total Reviews:  6
Phone:  stephaniegenkin.com
Total Reviews:  1