{"id":7729,"date":"2025-03-18T17:51:08","date_gmt":"2025-03-18T17:51:08","guid":{"rendered":"https:\/\/pillarwm.com\/retirement-planners\/?page_id=7729"},"modified":"2025-11-20T11:40:48","modified_gmt":"2025-11-20T11:40:48","slug":"new-york-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/retirement-planners\/new-york-to-consider\/","title":{"rendered":"Retirement Planners in New York to Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image.png\" alt=\"Retirement Planners in New York to Consider\" class=\"wp-image-60123\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/image-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Navigating the financial landscape of New York can be overwhelming, especially when selecting a firm that aligns with your unique financial goals. Whether you&#8217;re preparing for retirement, seeking estate planning support, or exploring investment opportunities, having the right partner can make all the difference. Below is a list of 10 investment firms in New York to consider, each offering a distinctive approach to wealth management and financial planning.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXdsQfzxZPDFNKJZWPbRVRqy7rOv5Snwt-C-fCSs3M7eQbMYNa1OX44X9JNjlUyxlSkEEPnqVqdE-HjQsk920mcsbe1dVOzQpNcRAzjlVIEoxqddlHDDjcJXbfEU621aLJA-AhD_6Q.png\" alt=\"Mayer Private Wealth Management\" class=\"wp-image-60128\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXdsQfzxZPDFNKJZWPbRVRqy7rOv5Snwt-C-fCSs3M7eQbMYNa1OX44X9JNjlUyxlSkEEPnqVqdE-HjQsk920mcsbe1dVOzQpNcRAzjlVIEoxqddlHDDjcJXbfEU621aLJA-AhD_6Q.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXdsQfzxZPDFNKJZWPbRVRqy7rOv5Snwt-C-fCSs3M7eQbMYNa1OX44X9JNjlUyxlSkEEPnqVqdE-HjQsk920mcsbe1dVOzQpNcRAzjlVIEoxqddlHDDjcJXbfEU621aLJA-AhD_6Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Mayer Private Wealth Management<\/strong><\/h3>\n\n\n\n<p>Mayer Private Wealth Management is a boutique financial advisory firm with over 30 years of combined experience in personalized wealth management. Their hallmark service is the \u201cMayer Road Map,\u201d a four-step strategy that includes goal setting, data collection, plan creation, and digital onboarding. They offer a wide range of services from investing to estate and life insurance planning, ensuring clients receive tailored and consistent financial advice.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-490-4584<br><strong>Email:<\/strong> lee.stennes@mayerpwm.com<br><strong>Address:<\/strong> 641 Lexington Ave, New York, NY 10022<br><strong>Website:<\/strong><a href=\"http:\/\/mayerprivatewealthmanagement.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/mayerprivatewealthmanagement.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcwvmECJBUAu63FvsHrNw0eBF6aO3C5mvb6L1dcl3ogKUDkkPqRTvPEf5CfkMCBU0gkzCjnyLKDqpGiXrSXviRLT16Hp_WiYcn8i0Rc15dDeIL3Tzj3QOVaZhNIKZY1mngnD_uoKA.png\" alt=\"Cabot Lodge Securities LLC\" class=\"wp-image-60133\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcwvmECJBUAu63FvsHrNw0eBF6aO3C5mvb6L1dcl3ogKUDkkPqRTvPEf5CfkMCBU0gkzCjnyLKDqpGiXrSXviRLT16Hp_WiYcn8i0Rc15dDeIL3Tzj3QOVaZhNIKZY1mngnD_uoKA.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXcwvmECJBUAu63FvsHrNw0eBF6aO3C5mvb6L1dcl3ogKUDkkPqRTvPEf5CfkMCBU0gkzCjnyLKDqpGiXrSXviRLT16Hp_WiYcn8i0Rc15dDeIL3Tzj3QOVaZhNIKZY1mngnD_uoKA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Cabot Lodge Securities LLC<\/strong><\/h3>\n\n\n\n<p>Cabot Lodge Securities LLC offers both traditional and alternative investment solutions including hedge funds, private equity, and green technology. The firm adopts a personalized, open-architecture approach that emphasizes transparent communication and strategic partnerships, allowing clients access to a wide spectrum of investment tools.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-388-6200<br><strong>Email:<\/strong> russell.green@clsecurities.com<br><strong>Address:<\/strong> 200 Vesey St 24th fl, New York, NY 10281<br><strong>Website:<\/strong><a href=\"https:\/\/clsecurities.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/clsecurities.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfOCzMwGzHbmCPNeKsN79WQXlJFYZgcJnEqgO6co5Sa8eRMV5wNuJTVgegtWRZT7vF3j70MX8ihiw0nyCoiIY9S5Ml9cu3RFgYGl5Jfdwak302LJoPZ_hItOrE1C6LSd5BzcFHFgA.png\" alt=\"Alexander Capital L.P.\" class=\"wp-image-60129\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfOCzMwGzHbmCPNeKsN79WQXlJFYZgcJnEqgO6co5Sa8eRMV5wNuJTVgegtWRZT7vF3j70MX8ihiw0nyCoiIY9S5Ml9cu3RFgYGl5Jfdwak302LJoPZ_hItOrE1C6LSd5BzcFHFgA.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfOCzMwGzHbmCPNeKsN79WQXlJFYZgcJnEqgO6co5Sa8eRMV5wNuJTVgegtWRZT7vF3j70MX8ihiw0nyCoiIY9S5Ml9cu3RFgYGl5Jfdwak302LJoPZ_hItOrE1C6LSd5BzcFHFgA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Alexander Capital L.P.<\/strong><\/h3>\n\n\n\n<p>Founded in 1995, Alexander Capital is known for its full-service boutique investment banking, wealth management, and equity trading. Their team leverages proprietary analytics to guide clients, especially in sectors like tech and healthcare. The firm maintains an \u201cOpen Architecture\u201d model, allowing for fully customized strategies beyond in-house products.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-687-5650<br><strong>Email:<\/strong> mmasucci@alexandercapitallp.com<br><strong>Address:<\/strong> 17 State St, New York, NY 10004<br><strong>Website:<\/strong><a href=\"http:\/\/alexandercapitallp.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/alexandercapitallp.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeRAP1-sVKTVo_q5ZgCQPonDaRmd1nDjtyOQ84Zg9KkEjLTaCAnBo4c9hXV4iqESQiPYmTVGKzzziYjMXdovhw8TkOed9mESTHOxtYUUimuo6u_-yz1n5ndte2QoCgySAMxi-_-jQ.png\" alt=\"Capstone Wealth Management\" class=\"wp-image-60126\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeRAP1-sVKTVo_q5ZgCQPonDaRmd1nDjtyOQ84Zg9KkEjLTaCAnBo4c9hXV4iqESQiPYmTVGKzzziYjMXdovhw8TkOed9mESTHOxtYUUimuo6u_-yz1n5ndte2QoCgySAMxi-_-jQ.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeRAP1-sVKTVo_q5ZgCQPonDaRmd1nDjtyOQ84Zg9KkEjLTaCAnBo4c9hXV4iqESQiPYmTVGKzzziYjMXdovhw8TkOed9mESTHOxtYUUimuo6u_-yz1n5ndte2QoCgySAMxi-_-jQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Capstone Wealth Management<\/strong><\/h3>\n\n\n\n<p>Capstone is a fee-only Registered Investment Advisor focused on risk-managed investment strategies and real-time financial planning tools. They offer services such as estate, charitable, and retirement planning while maintaining a fiduciary standard to always act in clients\u2019 best interests.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 646-214-8700<br><strong>Email:<\/strong> chris@careformywealth.com<br><strong>Address:<\/strong> 20 Broad St, New York, NY 10005<br><strong>Website:<\/strong><a href=\"https:\/\/www.careformywealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.careformywealth.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfuykON-SiVFdPqBJbp3J8M2TYB92s_1w8ZbwF6Kglp-DstGv5ZKY2UReyO6jPJYyjOAXR6Ol8mA_3VDQi4nZXnuKWWgvzpFUThvM_AS1GodG2dqkkDnwI14lkGS9odzwxamQjBGw.png\" alt=\" Oladipo Wealth Management\" class=\"wp-image-60127\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfuykON-SiVFdPqBJbp3J8M2TYB92s_1w8ZbwF6Kglp-DstGv5ZKY2UReyO6jPJYyjOAXR6Ol8mA_3VDQi4nZXnuKWWgvzpFUThvM_AS1GodG2dqkkDnwI14lkGS9odzwxamQjBGw.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfuykON-SiVFdPqBJbp3J8M2TYB92s_1w8ZbwF6Kglp-DstGv5ZKY2UReyO6jPJYyjOAXR6Ol8mA_3VDQi4nZXnuKWWgvzpFUThvM_AS1GodG2dqkkDnwI14lkGS9odzwxamQjBGw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Oladipo Wealth Management<\/strong><\/h3>\n\n\n\n<p>Founded by Lanre Oladipo, this firm specializes in financial strategies built around individual and business financial goals. Services range from investment planning to insurance and business succession strategies. The team emphasizes confidentiality and client-centered advice across all services.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 646-473-4178<br><strong>Email:<\/strong> jsotiropoulos@financialguide.com<br><strong>Address:<\/strong> 1 Penn Plz Ste 2035, New York, NY 10119<br><strong>Website:<\/strong><a href=\"https:\/\/oladipowealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/oladipowealth.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfjzOZN9AKN3zPkb4jxIKqHIeGl1pSf8kbIOrGM1lj5844-MvP-RVOqfwJp2rly4x0QmTTG2JsVB7mWvDw1eHhycF53nCazh90pVLj9cRC4pNl7cN-rB6GTlTNEHYOEbyJglyFIYg.png\" alt=\"Fuest &amp; Klein Wealth Advisors\" class=\"wp-image-60124\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfjzOZN9AKN3zPkb4jxIKqHIeGl1pSf8kbIOrGM1lj5844-MvP-RVOqfwJp2rly4x0QmTTG2JsVB7mWvDw1eHhycF53nCazh90pVLj9cRC4pNl7cN-rB6GTlTNEHYOEbyJglyFIYg.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfjzOZN9AKN3zPkb4jxIKqHIeGl1pSf8kbIOrGM1lj5844-MvP-RVOqfwJp2rly4x0QmTTG2JsVB7mWvDw1eHhycF53nCazh90pVLj9cRC4pNl7cN-rB6GTlTNEHYOEbyJglyFIYg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Fuest &amp; Klein Wealth Advisors<\/strong><\/h3>\n\n\n\n<p>Fuest &amp; Klein offer educational resources and personal financial planning services that prioritize clarity and digital accessibility. Their approach combines traditional service values with modern tools to support clients\u2019 evolving financial literacy and investment needs.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 917-397-7996<br><strong>Email:<\/strong> r.fuest@fuestklein.com<br><strong>Address:<\/strong> 43 W 33rd St, New York, NY 10001<br><strong>Website:<\/strong><a href=\"http:\/\/www.fuestklein.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.fuestklein.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfn7fEwhOR-CtK1MMMTwwT-gcjp1ix7RkHSlI4Zke86X1UbaZrlI2iJMx0eEECeph5VUL2epe3kKE60u8NAafSDK4imByX0RAdbPnjb4R8ahWZNwsPBfafhHR64BTEqX7lEemtz.png\" alt=\" Heron Wealth\" class=\"wp-image-60130\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfn7fEwhOR-CtK1MMMTwwT-gcjp1ix7RkHSlI4Zke86X1UbaZrlI2iJMx0eEECeph5VUL2epe3kKE60u8NAafSDK4imByX0RAdbPnjb4R8ahWZNwsPBfafhHR64BTEqX7lEemtz.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfn7fEwhOR-CtK1MMMTwwT-gcjp1ix7RkHSlI4Zke86X1UbaZrlI2iJMx0eEECeph5VUL2epe3kKE60u8NAafSDK4imByX0RAdbPnjb4R8ahWZNwsPBfafhHR64BTEqX7lEemtz-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Heron Wealth<\/strong><\/h3>\n\n\n\n<p>Also known as Wealthspire Advisors, Heron Wealth supports clients through major life transitions with custom strategies in estate, business succession, and investment planning. Their fiduciary model, supported by over 370 professionals nationwide, ensures consistent, client-focused advice.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 347-580-5280<br><strong>Email:<\/strong> davidedwards@heronwealth.com<br><strong>Address:<\/strong> 521 5th Ave Fl 15, New York, NY 10175<br><strong>Website:<\/strong><a href=\"http:\/\/www.heronwealth.com\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.heronwealth.com<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfo5zbK295LvLuOH3AkCUYyxoMNSRjXm8VGp2vOGUqRVhFYc5xwcFF_cdwBRWFbu9m-ORcgGn6gEmD0FZSs5BhUigsHdb_ysNv0mjwsVucOxAqm3Altlt7T0XtgqmcQSR_m2Lcp.png\" alt=\"Lenert Financial Group\" class=\"wp-image-60132\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfo5zbK295LvLuOH3AkCUYyxoMNSRjXm8VGp2vOGUqRVhFYc5xwcFF_cdwBRWFbu9m-ORcgGn6gEmD0FZSs5BhUigsHdb_ysNv0mjwsVucOxAqm3Altlt7T0XtgqmcQSR_m2Lcp.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXfo5zbK295LvLuOH3AkCUYyxoMNSRjXm8VGp2vOGUqRVhFYc5xwcFF_cdwBRWFbu9m-ORcgGn6gEmD0FZSs5BhUigsHdb_ysNv0mjwsVucOxAqm3Altlt7T0XtgqmcQSR_m2Lcp-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. Lenert Financial Group<\/strong><\/h3>\n\n\n\n<p>With over 16 years of experience, Lenert Financial Group combines insurance and investment planning with a strong value system rooted in integrity. As part of the New York Life Insurance Company network, they deliver customized financial solutions with a focus on long-term peace of mind.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-261-0223<br><strong>Email:<\/strong> mark@lenertfinancial.com<br><strong>Address:<\/strong> 120 Broadway, New York, NY 10271<br><strong>Website:<\/strong><a href=\"https:\/\/www.lenertfinancial.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.lenertfinancial.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeBVBGkrev1s-Q34mKii9R8FmexXHJmKEx4SxR8xIqd1tO_8sm8Do48JHEMCJdiYcNNylHUkSwswPpiiRL5pvvH6q-Jm2fTizAYrxC3wq5pSoOwo758D6VR3-lu6S9tKlqVZ05Gng.png\" alt=\"Wealth Partners Advisors LLC\" class=\"wp-image-60131\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeBVBGkrev1s-Q34mKii9R8FmexXHJmKEx4SxR8xIqd1tO_8sm8Do48JHEMCJdiYcNNylHUkSwswPpiiRL5pvvH6q-Jm2fTizAYrxC3wq5pSoOwo758D6VR3-lu6S9tKlqVZ05Gng.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeBVBGkrev1s-Q34mKii9R8FmexXHJmKEx4SxR8xIqd1tO_8sm8Do48JHEMCJdiYcNNylHUkSwswPpiiRL5pvvH6q-Jm2fTizAYrxC3wq5pSoOwo758D6VR3-lu6S9tKlqVZ05Gng-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. Wealth Partners Advisors LLC<\/strong><\/h3>\n\n\n\n<p>This independent advisory firm led by Jeffrey Kerman offers holistic services that encompass financial, tax, estate, and insurance planning. The firm\u2019s objective, product-agnostic approach ensures each client receives tailored advice designed to grow and protect wealth over time.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-689-6700<br><strong>Email:<\/strong> jkerman@wealthpartnersadvisors.com<br><strong>Address:<\/strong> 14 E 60th St, New York, NY 10022<br><strong>Website:<\/strong><a href=\"http:\/\/www.wealthpartnersadvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.wealthpartnersadvisors.com\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeujEcL7g9YP19CeaEf16OTzsa4s6AfvJEd_BTQlXkQkBxpt_Mj0lvKLS0UhAoMoRPxEJZCEQFnXWaw8fe_Nu8POC-V6GC8mwgzDMiK94FNMq3vmdv3zOFoH0NCAfYExgo5JaWd0A.png\" alt=\"MSCI Inc.\" class=\"wp-image-60125\" srcset=\"https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeujEcL7g9YP19CeaEf16OTzsa4s6AfvJEd_BTQlXkQkBxpt_Mj0lvKLS0UhAoMoRPxEJZCEQFnXWaw8fe_Nu8POC-V6GC8mwgzDMiK94FNMq3vmdv3zOFoH0NCAfYExgo5JaWd0A.png 712w, https:\/\/pillarwm.com\/retirement-planners\/wp-content\/uploads\/2025\/05\/AD_4nXeujEcL7g9YP19CeaEf16OTzsa4s6AfvJEd_BTQlXkQkBxpt_Mj0lvKLS0UhAoMoRPxEJZCEQFnXWaw8fe_Nu8POC-V6GC8mwgzDMiK94FNMq3vmdv3zOFoH0NCAfYExgo5JaWd0A-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. MSCI Inc.<\/strong><\/h3>\n\n\n\n<p>MSCI provides decision-support tools used globally by institutional investors. Their suite of offerings includes ESG ratings, factor investing tools, and extensive analytics. Known for indices like MSCI World and Emerging Markets, the company continues to lead in sustainable and climate risk investing.<\/p>\n\n\n\n<p><strong>Phone:<\/strong> 212-804-3900<br><strong>Email:<\/strong> msciapp@msci.com<br><strong>Address:<\/strong> 250 Greenwich St, New York, NY 10007<br><strong>Website:<\/strong><a href=\"http:\/\/www.msci.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.msci.com\/<\/a><\/p>\n\n\n\n<p>Choosing an investment firm in New York means navigating a competitive landscape of qualified professionals. Each firm above brings its own perspective and specialties to wealth management. By aligning with one that resonates with your values and financial objectives, you\u2019re taking a significant step toward long-term financial clarity and confidence.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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