3 Best Financial Services in New York City, NY

I just had my initial conversation with Curtis. He was very friendly, professional, and knowledgeable. Most importantly, the entire conversation felt like I was speaking with a friend with a background in finance. There was never any pressure for anything, he was genuinely trying to get a clear picture of the situation to provide the most useful information.

Our experience with Curtis has been amazing. He has a great plan to help you get set up for your financial life but is also super flexible based on your personal needs. Definitely recommend for anybody trying to get their financials sorted and figure out a strong path forward.

My experience with Curtis has been exceptional. I thought I was on the right track with savings, but Curtis took the time to show me how much more my savings can grow. With his expertise, I now feel confident in reaching my financial goals without worry.

I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.

I discovered Gideon and Drucker Wealth online a while back and started following his newsletter, which immediately made the world of finance (something I’ve always felt clueless about) so much easier to digest. A couple of years later, I finally took the dive and met with Gideon personally and that same clarity carried through. He breaks everything down in a way that feels approachable, never overwhelming, and always thoughtful. Working with him has made the entire financial planning process feel manageable and even empowering. Highly recommend Drucker Wealth for anyone who wants guidance without the jargon or confusion.

My wife and I have been clients with Drucker Wealth for 25 years. Lance’s steady hand has guided us through the dot com bubble, the Great Recession, Covid pandemic and more. His strategy of investing in sound, dividend producing companies, and not chasing the latest craze, has proven invaluable. Stay the course, keep investing, don’t panic. He’s the voice of reason. Our retirement income is secure. He communicates weekly through his email “rants” and newsletter, and you can always reach him. I highly recommend his firm. Thanks Lance for always looking out for us.