In New York, financial planning involves much more than just investments. Your financial strategy should also include tax, insurance, retirement and estate planning. Financial planning services are offered by a varied group of professionals, including certified financial planners, investment advisors, accountants, attorneys and specially-trained employees of financial institutions.

Three primary guidelines to evaluate your choices:

1. Develop your personal plan, based on your current and future goals and objectives, before you “interview” financial planning services.
2.  Be as specific as possible with the financial firms you’re considering so they have a good picture of what you want to accomplish with your plan.
3. Select the provider that offers you the most complete and understandable strategy to achieve your goals and objectives – and with whom you feel most comfortable.

Exchange Place can connect you with up to four financial advisors in New York, New Jersey and throughout the metropolitan area.