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Financial Advisors in New York to Consider

Selecting the right financial advisors in New York can play a crucial role in your wealth management and financial planning journey. If you’re looking for expert advice on investments, tax-efficient wealth preservation strategies, or retirement planning, these financial advisors in New York are worth considering for their personalized approach to securing your financial future.

Youthful Savings
The Abernathy Group Family Office
Aces Advisors
Wealthstream Advisors

1. Youthful Savings

Youthful Savings is a financial education platform dedicated to empowering young individuals with the knowledge and tools to achieve financial independence. Through interactive learning experiences, investment opportunities, and entrepreneurial support, the organization fosters long-term wealth creation and economic growth for youth.

With a mission-driven approach, Youthful Savings provides personalized financial literacy programs, helping young minds develop strong money management skills and an entrepreneurial mindset.

🔹 Services: Financial education, investment opportunities, entrepreneurship support
📍 Address: 171 Attorney St, New York, NY 10001
📞 Phone: 1-646-504-7160
🔗 Website: Youthful Savings
📧 Contact: [email protected]

2. The Abernathy Group Family Office

The Abernathy Group II Family Office is a premier wealth management firm that specializes in Collaborative Investing®, an innovative approach that integrates expert client insights with strategic portfolio management.

Founded by Steven Abernathy, the firm has a proven track record of delivering superior investment results for professionals in healthcare and technology. Abernathy has been featured in Fortune, Forbes, Barron’s, and Money Magazine, and has appeared on CNN, Bloomberg, and CBS MarketWatch.

🔹 Services: Investment management, estate planning, wealth preservation, tax-efficient investing
📍 Address: 530 5th Avenue, 17th Floor, New York, NY 10036
📞 Phone: 212-293-3499
📧 Email: [email protected]
🕒 Hours: Monday – Friday: 9 AM – 6 PM | Saturday & Sunday: By Appointment
🔗 Profile: The Abernathy Group II Family Office

3. Aces Advisors

Aces Advisors is a Registered Investment Advisor (RIA) providing independent, comprehensive wealth management solutions. The firm takes a client-first approach, specializing in investment strategies, financial planning, and tax-efficient wealth preservation.

With a focus on personalized financial roadmaps, Aces Advisors helps clients minimize tax burdens and optimize portfolio performance. As a fee-based firm, they align their success with yours—earning only when your investments grow.

🔹 Services: Financial planning, investment management, retirement planning, tax optimization
📍 Address: 99 Wall St, New York, NY 10005
📞 Phone: 212-283-5082
🔗 Profile: Aces Advisors
📧 Contact: [email protected]

4. Wealthstream Advisors

Wealthstream Advisors is an independent boutique wealth management firm dedicated to building meaningful relationships with a select group of clients. With a fiduciary duty to always act in your best interest, the firm provides unbiased, personalized financial planning and investment management.

Founded in 1996, Wealthstream’s team consists of Certified Financial Planners™ (CFP®), Certified Public Accountants (CPA), Chartered Financial Analysts® (CFA), and Personal Financial Specialists (PFS). Whether you need retirement planning, tax strategies, or estate management, Wealthstream delivers expert guidance tailored to your financial goals.

🔹 Services: Wealth management, investment strategy, retirement planning, estate planning
📍 Address: 275 Madison Avenue, Suite 800, New York, NY 10016
📞 Phone: 212-537-7800
🔗 Profile: Wealthstream Advisors
📧 Contact: [email protected]
📲 Social: Facebook | Twitter | Instagram | LinkedIn

If you’re ready to take control of your financial future, consider connecting with one of these experienced financial advisors in New York today!

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