New York Financial Advisor

A New York financial advisor can help you cope with today's financial world and all its challenges and opportunities. Residents of New York live in one of the world's main financial and cultural centers, with billions in business transactions taking place day to day right where you live. Working with a New York financial advisor can connect you to all that commerce in a more meaningful and focused way.

Whether you reside in New York City or Rochester, living in the Empire State can make you and your financial concerns seem small by comparison. However, there are many New York financial advisor representatives who make a living assisting New Yorkers dealing with both the day to day details and the long-term planning it takes to maintain a positive personal financial outlook. Whether it is family budget advice and help with job loss or education costs, capital planning for business ventures, or assistance with 401k and IRA accounts, a New York financial advisor can serve you in most any capacity.

Advice for Family Budget Planning

From buying a home to college savings, a qualified financial advisor can give you a hand by taking a look at your income and expenditures to set up a workable and realistic family budget. A New York financial planner can show you exactly how much you are spending each month, and where all that money is going. A well-trained and impartial advisor can see patterns in our spending that he or she can help us identify to help us break the patterns and focus on using our money more wisely. Your New York financial planner is a great asset in this area.

When you work with an advisor to create a family budget, it is important to do so with a focus both on your immediate needs and your long-term savings and investment goals. In many cases working with a New York financial planner can enable you to clear enough money each month to not only meet your obligations, but also set up and fund long-term savings objectives like college savings, mutual fund investment and Roth IRA accounts. A financial advisor can look at your New York family budget in a unique way, because they are impartial third parties who can make sound observations on your spending patterns and identify needs.

On top of simple planning and helping to straighten out your budget, a New York financial advisor can also help you to deal with debt issues to work on a solution on your behalf. Many residents of New York from Brooklyn to Buffalo are struggling with these same kinds of debt issues, and a good New York financial advisor is well-versed in the research and strategies needed to identify positive ways to deal with your debts. A New York advisor can show you how short-term debt consolidation can help you save money by reducing the interest you pay, thereby increasing the ease of repayment. And enrollment with an advisor in any of a variety of New York programs can help you set goals for coming out of credit card and revolving account debt. But individual advice is not all that a New York financial advisor is good for.

Financial Planning for Businesses

Business owners and executives can also seek an advisor on matters of corporate economic import. For example, if you have a need for commercial insurance or an upgrade to your existing package of coverage due to expansion or personnel changes, you can talk to an advisor about you commercial insurance needs. An advisor can highlight commercial insurance policies that might fit your particular needs and choose from a number of options to find the one that best suits your budget and your goals as a business owner. Commercial insurance does not have to be a mystery. When you enlist the aid of a commercial financial advisor, you tap into a wealth of knowledge and unlimited access to the best insurance products and services to suit your needs.

A New York financial planner can also work in commercial lending. If you have a mind toward expansion and are looking for an emergency fund to increase your cash flow, you might talk to a New York financial planner about your options. Many business owners have shied away from expansion plans and investment in corollary projects and partnerships because of the current economic state in New York and around the country. They understandably feel somewhat reluctant to get in over their heads financially and overextend themselves and put unnecessary strain on their businesses.

But an advisor will tell you that a down economy is often a great market to invest in, even if some opportunities are well-disguised with red flags. There are a number of undervalued investments an advisor can get you into if you have enough capital and an eye toward value. A New York financial advisor can give you the help you need to access that kind of capital while working with you side by side to focus on discernment. The current environment is challenging for businesses, but it also presents opportunities for careful investment with help from an advisor.

Estate and Retirement Plans

Today's market requires a careful eye and a long-term perspective. This is true for businesses seeking investment opportunities as well as individuals working toward retirement goals. Our current state of affairs economically can be enough to discourage even the most seasoned investor. When the mail arrives and you see the value of your investment portfolio dropping month after month, it can make even the hardiest of investors hesitant to stay in the market and continue investing their resources. But you can still have success even in today's challenging market. It may require an advisor to adjust your investment goals in terms of income objectives or risk tolerance, but you can still do well with intelligent investing and watchful planning.

Planning for the future with a financial advisor can give you the sort of access you need to tap into expertise in the current New York market and anticipating future changes in the investment world. If you are trying to shore up your portfolio, seeking the aid of an objective consultant can help to sharpen your investment objectives and rebound from recent losses. A New York financial planner can show you how to deal with losses, diversify portfolios, and invest in new opportunities to get your retirement accounts moving forward again.

They can also aid you in the important area of estate planning. None of us likes to think of the inevitable time when we will leave our families behind, but parenthood means we must be prepared with smart estate planning to put our families in the best possible position to benefit from our lifetimes of hard work. A New York estate planning consultant can show you all the ways you can shelter your assets from estate taxes and set your estate up as a standing legacy for your children.

A talented New York financial advisor can provide a variety of solutions for the many challenges we all face in our economic lives. With their expertise and know-how, they can get you going in the right direction.

 

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Financial Advisors In New York

Peter Levine, CFP®, ChFC®, CLU®
Peter Levine, CFP®, ChFC®, CLU®
481 8th Avenue
Suite 507
New York, NY 10001

David Treichler, CFP, CLU
David Treichler, CFP, CLU
The University Building
120 E. Washington Street
Syracuse, NY 13202

Thomas Dougherty
Thomas Dougherty
200 Broad Hollow Rd.
Suite 207
Melville, NY 11747

David Warshaw
David Warshaw
55 Lumber Road
Suite 205
Roslyn, NY 11576

William Sullivan
William Sullivan
5 Hatfield Lane, Suite 2A1
Goshen, NY 10924

DANIEL M JUECHTER, CFP
DANIEL M JUECHTER, CFP
120 White Plains Rd. Ste. 403
Tarrytown, NY 10591

John Patsy, CFP, RICP
John Patsy, CFP, RICP
900 Route 111
Suite 280
Hauppauge, NY 11788

Gregory Jennings
Gregory Jennings
5789 Widewaters Parkway
Dewitt, NY 13214

PHILIP CAPELL, CFP, JD, MS in Tax
PHILIP CAPELL, CFP, JD, MS in Tax
48 South Service Road
Suite 102
Melville, NY 11747

Stephen Jenkins
Stephen Jenkins
Offices In
Saratoga Springs and Rhinebeck
Rhinebeck, NY 12572

Lisa M Rossi CFP
Lisa M Rossi CFP
2975 Westchester Ave
Suite 418
Purchase, NY 10577

Christopher Fabian
Christopher Fabian
5 Maxwell Drive
Suite 100
Clifton Park, NY 12065

Thomas Brown
Thomas Brown
950 New Loudon Rd
Suite 105
Latham, NY 12110

Richard Dougherty, CFP, AIF
Richard Dougherty, CFP, AIF
1159 Pittsford Victor Rd
Ste 220
Pittsford, NY 14534

Arden Rodgers, CFA
Arden Rodgers, CFA
765 Amsterdam Ave., Suite #4C
New York, NY 10025

Joshua Stratton
Joshua Stratton
47 S Hamilton St
Poughkeepsie, NY 12601

Nicholas Efthemis CFP
Nicholas Efthemis CFP
4498 Main Street
Suite 11
Amherst, NY 14226

Jim Horn
Jim Horn
240 Redtail Rd, Suite #11B
Orchard Park, NY 14127

Paul Rubacka
Paul Rubacka
5663-5701 Circle Dr. Suite 200
Cicero, NY 13039

Mike Morgante
Mike Morgante
1581 Route 9 Suite C
Clifton Park, NY 12065

Lisa Benchaabane
Lisa Benchaabane
350 Linden Oaks
1st Floor
Rochester, NY 14625

Lisa Benchaabane
Lisa Benchaabane
11 North Street Suite 200
Canandaigua, NY 14424

Jim Horn
Jim Horn
1715 Niagara Falls Blvd Suite 300
Amherst, NY 14228