Financial Advisors in Ridgewood, New York (Queens County)

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed investors who realize the benefits of financial planning. Our approach to investing is a strictly index-based approach.
We take time to fully understand our client's goals and aspirations. Our recommendations are built not only from spreadsheets, but, more importantly, from an understanding of what will provide peace of mind to our clients.
We specialize in planning for retirees and pre-retirees. The decision to retire or perhaps to enter the next chapter of life is never made easily. Aside from the financial issues, there are behavioral considerations about how to find fulfillment if you are not generating income, and how to use your accumulated wealth to lead a satisfying life.
I focus on assisting clients to lead a fulfilling life in "retirement". I also pay close attention to the financial details, and I offer strategies that can reduce tax and the cost of investing just when you need those strategies to work as optimally as possible.
My ideal client is at least 50 years of age, has accumulated investment savings, and is either already living in retirement, or considering what life would look like without the demands of working full time.... See More

The Stanich Group, LLC is a fee-only Registered Investment Adviser in New York City. We provide financial planning advice and wealth management services.

New York City Financial Planner (Certified Financial Advisor) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More

Start Your Legacy Today: Ready to ensure your financial future is as bright as your dreams? Contact Frame Wealth Management, where our financial advisors are committed to crafting a plan that aligns with your life goals and legacy aspirations. Schedule a call now to begin your journey toward financial clarity and confidence.... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More

Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discipline about investing, how to understand companies, industries and market psychology. Most of all, the years of working, learning and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.
Despite not working in personal finance, I occasionally found friends and family coming to me asking an assortment of questions about taxes, investments and “the market,” among other things. While it took me a while to realize, I learned that these conversations and relationships were very fulfilling. And I also found how powerful advice, a different perspective or to be heard could impact people's lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people.
And so that is where the idea of my business came from - putting together the inspiration of helping people achieve their dreams by using my investment experience to create positive change in people's financial lives. I am a true believer that it is through a roadmap that we realize our aspirations no matter how big or small. And our financial lives often play a large role in that. A financial plan allowed me to take this step in creating my own business and I feel that with a plan, anyone can be a step closer to their life's dreams.... See More

Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you, and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. At Francis Financial, we specialize in guiding individuals and families as they navigate significant life transitions such as divorce, loss of a spouse, or inheritance. We take the time to understand what life- changing events our clients are experiencing, and how we can help them achieve their lifelong goals Our wealth management approach encompasses all aspects of our client's financial affairs. Our clients are unique and deserve personalized attention. We work hard to create tailored financial road maps that enable them to grow their wealth and pursue the life they want to live without having to worry about financial implications. We walk our clients through the process step by step and make an effort to educate them in a way that is easy to understand. ... See More

Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals living or working in New York City who are undergoing a financial transition, and need investment advice to help them make important wealth management decisions.
Examples include: 1. Job Transition 2. Early Retirement 3. Family Inheritance 4. Lottery winner (NYC)... See More

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorney, fee only financial advisor and multiyear chairman of NAPFA, IFC has offices in New York City with a nationwide clientele.
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Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recommendations begin with the question: "What is right for the client?" and end with a course of action that has only the client's best interests in mind.... See More

Kimerly Polak Guerrero, CFP, MBA, RICP
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If you or a loved one have been affected by a truck accident in Indiana, it's vital to seek experienced legal guidance immediately. An Indiana Truck Accident Lawyer at Blackburn Romey can provide you with aggressive representation and a detailed case investigation to help ensure you receive the compensation you deserve. Don’t face this challenging time alone; reach out today for a free consultation to discover how we can assist you in fighting for your rights and securing your future.... See More

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found finances, for the very first time.... See More

Secure capital growth , private placement.
Venture capital placement.

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.