Listings in Legal Document Preparer, Financial Advisor/Planner/Analyst/Wealth Manager and CDFA (Certified Divorce Financial Analyst) near New York

Showing 10 of 15 results
We enable wealthy families to overcome the statistics that 70% will lose their wealth by the 2nd generation, 90% by the 3rd. Divorce can have a significant impact on generational wealth, let Fusion Family Wealth protect your greatest assets.
88 Froehlich Farm Boulevard, Suite 401 11797, United States
Managing Director - Wealth Management
Rachel is a Certified Divorce Financial Analyst™ & CERTIFIED FINANCIAL PLANNER™ practitioner & a partner of Gottlieb Rose Wealth Management, managing close to $1 Billion. She's been recognized by Forbes and OnWallStreet as a Top Advisor .
UBS Financial Services, 299 Park Avenue, 9th Floor, New York 10171, United States
Next-Gen Wealth Management
At Next-Gen Wealth Management, we are a team of wealth management professionals who have dedicated our practice to working with financially successful professionals just like you. Our mission is to empower you to make informed and confident decisions
55 East 52nd St, New York, NY, 29th Floor, New York 10055, United States
Divorce Financial Expert
Lili is a nationally recognized divorce financial expert practitioner, speaker, writer, and author of 4 books on divorce; Pres. of national Assoc. of Divorce Financial Planners and strives to give clients financial confidence and clarity.
2 Greenwich Office Park, Bldg 2 West, Suite 300, 40 E. 42nd Street, Grand Central, 46th floor, NY, NY 10165, Connecticut 06831, United States
Optimal Divorce Outcomes, LLC
Caring, Compassionate and Cost Effective... We are here to support you. Our goal is to give you peace of mind during divorce and confidence in your financial future after.
534 Broadhollow Road, Suite 420, Melville, New York 11747, United States
Certified Divorce Financial Analyst, Financial Coach
My mission is to help women build confidence about their financial future. I help them discover their true purpose for money and life. I tach them how they can achieve freedom, fulfillment and love.
1540 Highway 138, Building 2, Suite 203, Wall, New Jersey 07719, United States
The mission of Turning Tides Financial LLC is to deliver a personalized wealth management approach in helping individuals navigate life-changing periods of transition, such as retirement, divorce, loss of a spouse, and insurance planning.
4476 Main Street, Suite 204-C, Amherst, New York 14226, United States
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