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BEST RATED NEW YORK CITY, NY FINANCIAL SERVICES

3 Best Financial Services in New York City, NY

Expert-recommended 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. You deserve only the best!

Klyman Financial - New York City, NY Financial Services
Klyman Financial - New York City, NY Financial Services
Klyman Financial - New York City, NY Financial Services
Best Financial Services in New York City NY - Klyman Financial video
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KLYMAN FINANCIAL

(4.8 Score)
675 Third Avenue, Suite 920,
New York City, NY 10017 Directions

Since 2015

Specialty:

✓ Budget Analysis ✓ Trust and Estate Planning Strategies ✓ Investments ✓ Life Insurance ✓ Disability Income Insurance ✓ Long Term Care Insurance ✓ Personal Financial Strategies ✓ Retirement Plans ✓ Business Succession Planning ✓ Tax Reduction Strategies ✓ Premium Financing Strategies ✓ Asset Preservation Strategies ✓ Buy-sell Agreements ✓ Key-man Policies ✓ Foreign National Strategies ✓ Financial Planning ✓ Investment Planning

"Klyman Financial guides clients in achieving their financial goals efficiently and effectively. Yair Klyman is the founder of Klyman Financial, who has built his career and transformed it into true generational wealth by incorporating financial literacy as a core value in his lifestyle. He has been featured on Fox News, Yahoo News, Apple News, and The Huffington Post, among others. Klyman Financial specializes in crafting tailored financial plans to help individuals thrive, ensuring their wealth grows while addressing their unique needs. They are here to help you create a meaningful and purpose-driven financial future. They hold an in-depth, in-person, free consultation to discuss your financial goals.

2026 Update: David Klyman is a partner with Yair Klyman in building a family business focused on helping other families overcome obstacles and achieve growth. Both David and Yair hold the Behavioral Financial Advisor (BFA) credential, which acknowledges the impact of emotions on financial decision-making and their role in fostering financial resilience."

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Contact:

(833) 347-5267 (201) 898-6960

Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Curtis Pope - New York City, NY Financial Services
Curtis Pope - New York City, NY Financial Services
Curtis Pope - New York City, NY Financial Services
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CURTIS POPE

(4.8 Score)
POPE WEALTH PLANNING
450 Lexington Avenue, 4th Floor,
New York City, NY 10017 Directions

Since 2020

Specialty:

✓ Financial Planning ✓ Financial Concierge Service ✓ Budgeting and Detailed Cash Flow Analysis ✓ Emergency Fund and Account Structuring ✓ Debt Analysis and Repayment Planning ✓ Basic Estate Planning ✓ Insurance Needs Review and Coverage Analysis ✓ Risk/Return Analysis and Probability Projections ✓ Asset Allocation Targeting ✓ Passive/Active/Tactical Investment Management ✓ Investment Strategy and Tax Optimization ✓ Equity Analysis and Advice ✓ Tax Withholding Calculations and Projections ✓ Advanced Compensation Planning Strategies ✓ Student Loan Repayment/Education Savings for Kids ✓ Home Purchase Planning ✓ Alternative Investments ✓ Total Retirement Planning

"Curtis Pope is an independent fee-only financial planner and is a Certified Financial Planner™ and Certified Financial Therapist-I™ with a BA in Economics, a Master's degree from Columbia University, and a graduate certificate in financial planning from Northwestern University. He is passionate about building deep client-centered relationships, fiduciary/comprehensive financial planning, and guiding clients toward their long-term goals. Over the past decade, he has advised hundreds of diverse clients. Pope Wealth Planning offers a customized plan for every client's household.

2026 Update: Curtis Pope serves a diverse range of clients nationwide, including busy professionals, business owners, and individuals approaching retirement."

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Price:

Comprehensive Plan $3,500
To $6,000
Hybrid Advisory $1,500
To $2,500
Full Service Management $2,500

Contact:

(646) 640-6337

Mon- Fri: 7am - 7pm
Sat : 9am - 12pm
Sun: Closed

TBR® Inspection Report:

Drucker Wealth Management - New York City, NY Financial Services
Drucker Wealth Management - New York City, NY Financial Services
Drucker Wealth Management - New York City, NY Financial Services
Best Financial Services in New York City NY - Drucker Wealth Management video
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DRUCKER WEALTH MANAGEMENT

(4.8 Score)
2 Park Avenue, 20th Floor,
New York City, NY 10016 Directions

Since 1959

Specialty:

✓ Initial Financial Plan ✓ Ongoing Wealth Management ✓ Tax Filing and Planning ✓ RSU Planning ✓ Insurance Planning ✓ Estate Planning ✓ Cash Flow Analysis ✓ Budget Breakdown ✓ Current Savings Projections ✓ Implementable Saving Strategies ✓ Flow-based Cash Management System ✓ Goal-based Financial Planning ✓ Roth Account Optimization ✓ Tax Bucket Analysis ✓ Life Insurance Audit ✓ Long-term Care Risk Mitigation ✓ Implementable Insurance Strategies ✓ Investment Audit ✓ 401(k) and Retirement Plan Allocation Analysis

“2026 Update: Drucker Wealth Management is a financial planning firm providing wealth management, insurance, and estate-planning services. The team brings over 100 years of combined experience and holds credentials including CFP®, RICP®, CLU® / ChFC®, ECA®, CFED, and AIF®. Lance Drucker is the Chairman, and Gideon Drucker is the President and CEO of Drucker Wealth Management. As a third-generation financial advisory firm, they are dedicated to helping clients build, protect, and preserve wealth through comprehensive, holistic financial planning and investment management. Drucker Wealth Management also serves clients from Woodcliff Lake, NJ, Austin, TX, Los Angeles, CA, Tucson, AZ, and Venice, FL.”

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Price:

1% On The First $2,000,000
50% On Everything Above $2,000,000

Contact:

(212) 681-0460

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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KLYMAN FINANCIAL REVIEWS

Exceptional service and expert financial guidance. The team at Klyman Financials provided me with clear, strategic advice tailored to my financial goals. Their personalized approach, deep industry knowledge and professionalism made all the difference. I feel more confident about my financial future thanks to their insights. Highly recommend for anyone looking for top-notch financial management and advisory services.

Had a great experience with Yair! He took a systematic approach to my financial situation and helped set me up with different insurances and investments! Looking forward to continue working together

love working with them. Helped my family structure our finances in a fun and efficient way. They Really take the time to listen and explain everything as well.

These reviews are provided for information purposes and to help you make informed decisions.

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CURTIS POPE REVIEWS

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.

DRUCKER WEALTH MANAGEMENT REVIEWS

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.

TBR® Inspection Score Report

KLYMAN FINANCIAL Total Inspection Points: 116/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Serving Locations: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10

TBR® Inspection Score Report

CURTIS POPE Total Inspection Points: 115/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

DRUCKER WEALTH MANAGEMENT Total Inspection Points: 114/120
Business Hours: 8
Acknowledgments: 9
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10