Our mission is to help our clients make smart investment and financial decisions through our professional relationships based on uncompromising integrity, trust, and personalized service. N.Y. Consulting Group will accomplish this mission by offering transparent, comprehensive advisory services to help clients better understand, prioritize and attain their short term and life goals.
Our primary purpose as an organization is to deliver high quality financial advice both in appearance and content. N.Y. Consulting Group will continue to be known as the firm where personal attention will never become obsolete. We want to employ people who are extremely satisfied and who go the extra mile for our clients.
With the promotion of financial literacy through empowerment, N.Y.Consulting Group will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Budgeting, IRA Establishment, Rollover Retirement Options, Distributions
Establishment of Small Business 401K Plans, SEP IRA's and Simple IRA's
Wills, Trust, Power of Attorney
Process Improvements and Management Efficiency
Insurance, Health, Dental, Vision and Retirement Plan Management
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Monday - Friday: By Appointment
Saturday - 9am - 3pm
Sunday - Closed