Heron Financial Group, LLC is a wealth advisory firm headquartered in New York City, offering comprehensive financial planning, investment advice, and specialized services in tax planning and estate planning. Founded by President David Edwards in 1996, Heron Wealth currently oversees $360 million in client assets. Their clientele primarily consists of professionals and executives who have built successful businesses and careers. The firm's mission is to provide clear and simplified pathways for clients to achieve their financial goals. They are dedicated to delivering wealth advice that enables families to attain their objectives, attain peace of mind, and experience a sense of fulfillment. In addition, Heron Financial Group, LLC assumes a profound responsibility for safeguarding the wealth of its clients, friends, and loved ones. Notably, they extend their services to clients across the United States, Europe, and Latin America. Schedule a free 30-minute phone call with one of their Heron Wealth advisors.
Best Financial Services in New York City
Handpicked Top 3 Financial Services in New York City, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
We have a strict “No Pay to Play” policy.
HERON FINANCIAL GROUP, LLC REVIEWS
David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry. Thank you David for your personal, professional, and always knowledgeable help and advice!
Joining David and his team at Heron was a great financial decision. We had been with the same advisor for close to 20 years. So the idea of switching was difficult until we met with David. Once we did, the decision was easy and we are grateful we made the move.
Great partner for financial planning and wealth management. Very steady hand when market is turbulent. Gives solid advice when you need it.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Brooklyn Plans is an independent financial planning organization with a fiduciary duty. Founded by Kristen Euretig in 2014, the firm is committed to empowering women to take control of their finances. Their services encompass investment management and a higher level of coordination for their financial planning clients. The firm adopts an educational approach to financial planning, prioritizing the development of a personalized financial plan before offering investment management services. Through a collaborative planning process, clients work closely with the firm to establish a comprehensive system that addresses common financial challenges such as spending, saving, debt management, and goal funding. For those seeking consistent and ongoing financial guidance, the firm provides the "game plan," an economic program designed to offer regular support.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BROOKLYN PLANS REVIEWS
Working with Kristen and her team at Brooklyn Plans has been life changing for me. I've built confidence around money and investing with her guidance and have been able to reach numerous goals through the Game Plan. It's such a pleasure working with this team.
Kristen and her team are wonderful to work with. For anyone who's not sure where to start in the world of personal finance and wants step-by-step guidance, the Game Plan program is comprehensive and paced well over a year. Highly recommend!
Kristen and her team have been amazing and really so pivotal in my management and understanding of my personal finances. On top of that, she is consistently available, patient, and invested in sustaining my progress. I definitely recommend Brooklyn Plans!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Ensemble Financial, Inc. is a specialized investment management and financial planning firm situated in New York City. Their comprehensive range of services caters to executives, business owners, professionals, retirees, and others seeking financial guidance and wealth management solutions. The firm operates on a guiding principle of assisting each client in attaining their financial and retirement objectives through meticulous and thorough planning. With their professional expertise and seasoned judgment, Ensemble Financial, Inc. consolidates all aspects of the client's financial life into a well-coordinated plan. Their ultimate aim is to help clients achieve financial security by offering guidance to navigate financial challenges and instilling peace of mind through the implementation of a robust financial plan. Additionally, they provide discounted fees for clients with a minimum of $250,000 in assets under their management. They also offer a new, tailor-made financial plan every three years to ensure alignment with evolving needs and goals.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ENSEMBLE FINANCIAL, INC. REVIEWS
Ensemble Financial with Mr. Franck Cushner as its CEO is a very knowledgeable and trust-able financial company to work with. I am a physician and I have 100% trust in them to work with my money in the market, they are a very good financial service company with amazing financial advisers/ analysts.
I worked with Franck Cushner at Ensemble Financial and I'm always impressed. Franck does a lot more than just manage my money. He quickly became an important part of my business and helped me expand over the last few years.
Helpful everyday money management advice for clients of different levels of income!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.