Best Financial Advisors in Staten Island

AJC Advisors serves the financial advisory needs of individuals and businesses in Staten Island and nearby areas. It provides assistance in investment products such as common stocks, bonds. brokerage accounts, IRAs, treasury bills, and government securities. It creates and monitors retirement, tax, college, and estate plans. It also helps clients acquire insurance products, which include life, long-term care, and disability income insurance. The company's president, John Coscia, is a registered representative of the American Portfolio Financial Services, Inc.

BH Wealth Management serves Staten Island clients who need financial advice. The company has established an advanced planning group composed of MBAs, attorneys, and Certified Finacial Planners. Through one-on-one consulting, they help clients tackle complicated planning issues related to all areas of their financial life. They also provide retirement planning. Couple Jaimie M. Blackman and Iris Hershenson founded the company and have been directing the company since 2009. Hershenson is an educator who is inclined to computer applications and internet technologies.

Biagini Grassi Advisory Group, LLC, is a financial consultancy agency based in Staten Island. It was founded by Mark V. Biagini and Anthony Grassi, Jr. and has been serving clients since 2004. The firm assists clients from all age groups, with a focus on people who are close to retirement or are already retired. It aims to help these clients with retirement income challenges. It can assist them with pension plan evaluations and calculate plan benefits.

Comprehensive Wealth Management Group is owned by Allan Katz, a financial advisor who has been helping families in the Staten Island community since 1991. The company offers a college decision navigator workbook that comes with a calendar and guides students about selections, admissions, potential career opportunities, touring schools, and how to improve test scores. Comprehensive Wealth Management Group also provides a merit-based scholarship directory that helps college students quickly locate scholarships, access the rules and applications, and search for small private scholarships online.

FFP Wealth Management serves individuals, families, and businesses in Staten Island and the surrounding communities. The team of financial advisors proffers services that include retirement, investment, education, and estate tax planning. Other services focused on families and individuals are professional money management, individual insurance, and IRA and 401(k) rollovers. It offers companies programs for business insurance analysis and succession planning. John Graziano, CFP®, CPA, PFS, is the president of FFP Wealth Management. He regularly participates in training sessions with other tax and finance professionals.

Financial Solutions Group, LLC, is a full-service financial and accounting firm that serves individuals and business owners throughout the metro area of Staten Island. It offers a wide range of services, such as retirement income and tax planning, payroll services, business and personal insurance, college education planning, and tax-efficient and tax-advantaged investing. Its team of financial advisors and fiduciaries has a collective industry experience of more than 100 years. In addition, one of its founding partners, Joseph D. Sciarrino, is also a CPA.

Guided Professional Solutions LLC serves Staten Island clients who need financial advice. Its team provides retirement planning, investment management, estate planning, and liability management services. Its financial planners provide necessary updates to their clients to come up with informed decisions relevant to tax issues, insurance, income and expense, inflation, and economic status. Since 1980, Guided Professional Solutions has been supporting individuals to address personal or business financial goals. Its team has 150 years of combined relevant industry experience.

Herold & Lantern Investments is a family-owned wealth management boutique catering to Staten Island individuals, institutions, and families. Its services include insurance solutions, investing services, investment banking, wealth advisory, and fixed income sales and trading. Additionally, it offers a wide array of brokerage products and insight for bond investors. The broker-dealer firm holds more than three billion in tri-party and customer assets. Chief Operating Officer Larry Herold is a member of the New York Society of Security Analysts.

Inspire Investment Solutions offers financial planning services to individuals and families in Staten Island. Based on the goals of clients, its advisors develop a plan for them to achieve financial security. The solutions offered by the team members include retirement planning and savings accounts, asset management, insurance evaluation, and education planning. They also cater to individuals who are planning to start a new business. Founder and president Michael Anicito started his career at large financial institutions over 10 years ago.

John J. Vento, CPA, MBA, CFP—through Comprehensive Wealth Management, Ltd.—is a financial advisor who caters to clients in Staten Island. He offers bookkeeping and records filing for various types of businesses, from startups to statewide companies. His firm reviews each client's annual expenses and tax forms to determine possible returns. It also compiles financial records to report on a company's increased or decreased profits and returns. John J. Vento can provide monthly or annual feedback on company finances and banking loans.

Richmond Wealth Management is a company that serves the complex financial planning needs of high-net-worth individuals and families in Staten Island. It is committed to helping clients develop a strategy to manage and preserve wealth. The company's financial advisors work closely with clients to assist in education, investment, and retirement planning. Additionally, they provide investment products and services through Member SIPC, Wells Fargo Advisors Financial Network, LLC, and non-bank affiliate of Wells Fargo & Company. Managing partner Solomon Chemo is a Certified Financial Planner.

Stephen Ng Financial Group serves families, individuals, and business owners in and around Staten Island. It provides income planning assistance, which covers concerns regarding monthly income estimates and retirement savings to retirement income conversions. Its team of financial advisors also helps clients manage their investments and assets. They also assist clients in translating their estate planning needs and coordinate with their CPAs and attorneys in the process. Company founder Stephen Ng is a Chartered Financial Consultant. He has been in the industry since 1992.