(New York State incorporated 2004) Celebrating 20 years.
New York Financial AVP, LLC is a New York State Registered Investment Adviser Firm (RIA) held to the fiduciary standard. It is this commitment that brings a high standard of care and complete transparency.
It is understandable why someone cannot bring themselves to personally utilize a discount brokerage or walk into the office of a wealth manager or national broker-dealer - especially not the ones at the end of a strip mall or community corner. While allocating into common balanced portfolios at large institutions may seem to be a safe strategy, it usually will not last for long. This approach will have flaws as the need to keep assets invested at a firm remains the business model for many of these institutions to stay in business.
When maintaining and monitoring accounts, advising with New York Financial AVP is more than a luxury; it’s essential for critical reasoning. With the experience and the ability to oversee complex circumstances by managing your team of financial professionals for a total financial plan. This level of complexity means monitoring stockbrokers, financial advisors, financial advisers, wealth managers, online discount brokers, estate attorneys, bookkeepers, corporate attorneys, administrative specialists, real estate professionals, bankers, and certified individuals such as certified public accountants, certified financial planners, and others.
As a Registered Investment Adviser Firm (RIA), we are committed to revealing and defining access to national and international top-performing money managers. Our services are also available globally to certain agencies or nations seeking to implement an economic strategy or theory.
All services available for select ultra-high-net-worth families, individuals, business owners, political personnel, pension plans, hedge funds, other structured funds, government federal agencies, state agencies, municipalities, FINRA registered Broker/Dealers, RIAs, and representatives. (risk management, all stages of crisis management)