Financial advisors in New York City

Financial advisors help people make sense of money decisions: saving for retirement, investing, planning for big purchases, and protecting what they have. Many of the firms listed here offer services such as retirement planning, investment management, wealth management, and trust services, though each practice focuses on different needs, so check what a given firm actually does. When choosing one, ask how they are paid, whether fees are a flat amount, a percentage of assets, or commissions, and ask whether they act as a fiduciary. Call ahead to book an initial consultation, since good advisors often have full calendars.