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Yonkers, New York - Financial Planning Consultants search results Premier Listings

Financial Advisor: Michael T Sheridan
Making Sense of Investing
Edward Jones
Making Sense of Investing
Edward Jones - Financial Advisor: Sara Scheff
Making Sense of Investing
Consolidated Credit
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Terms to Know for Financial Planning Consultants

Working with a financial planning consultant is an enormous asset when it comes to managing your personal finances. Consultants can help you plan for the future, and assess the risk of different investments. Below are some of the top terms to know when you are working with financial planning services.

  • Financial Planning Consultant - This professional offers advise on personal finances. These advisors work specifically with budgeting for retirement, choosing personal investments and risk management for other monetary issues. They can also assist with wealth management for business owners, depending on the firm.
  • Risk Management - This is theoretically minimizing, or managing, potential financial risks or loss. This is done through creating economic value through specific financial tools, and mainly in relation to market risks.
  • Estate - This sum is the overall, net worth of any individual. This includes all assets, from property to jewelry, after the subtraction of any debts.
  • Financial Planning Software - This software offers programs that help individuals work with and increase their personal wealth. It performs tasks similar to that of an advisor, if not as in-depth. This can include spending charts, savings programs, and more.
  • Retirement - This is the stage of an individual's life when he or she completely ceases to work. This person is no longer engaged in his or her job, though the person may still have an income.
  • Social Security - This is a government social program where wealth is drawn out of an individual's payroll in the form of taxes. It is mostly used to fund seniors, individuals in retirement, or those on disability, though it also funds unemployment checks.
    Financial Planning Association
    Denver, CO 80246
    Don't make important financial decisions without help from the financial planning consultants in our association. Our members are the most prestigious associates in the industry.
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    Sammax Consultants
    2 Overhill Rd Suite 400, Scarsdale, NY 10583
    Our professional consultants are here to handle your financial planning needs. We assist with all investments and procedures, including budgeting, advising, managing, and much more.
    (914) 358-5175
    Worth Unlimited
    1041 E 219th Street, Bronx, NY 10469
    Contact Worth Unlimited to learn more about our dependable financial assistance and financial advice services on your schedule. Contact Worth Unlimited to learn more about our dependable financial ass
    (646) 234-9364
    Pelham Auto Brokerage
    708 Lydig Ave, Bronx, NY 10462
    (5) Reviews Write a review
    (718) 918-0035
    User Review: "This school was very patient with me as a new driver. Their prices were reasonable, and they helped me pass on my first try..." - mariza (NY)
    Securities America
    3612 E Tremont Ave Ste 101, Bronx, NY 10465
    (1) Review Write a review
    (718) 409-5552
    User Review: "Stephen is excellent tax man, will give all my business to." - tim (NY)
    Chantico Advisors Llc
    180 S. Broadway, White Plains, NY 10605
    Chantico Advisors, LLC is a New York State Registered Investment Adviser that works with high-net-worth individuals and families.
    (914) 358-9240
    Pordy & Co. Accountants and Advisors
    200 Mamaroneck Ave, White Plains, NY 10601
    For comprehensive financial planning, turn to Pordy & Co. Accountants and Advisors. Contact us in White Plains, NY, for our accounting services.
    (914) 618-3942
    Pordy Co Accountants and Advisors
    200 Mamaroneck Ave #303, White Plains, NY 10601
    For accurate tax preparation, audits, and financial planning, turn to our full-service accounting firm. If you are intersted in our services, contact us in White Plains, NY, at (914) 505-6599.
    (914) 505-6599
    Foreign Capital Analytics
    N/A, Tarrytown, NY 10591
    Contact Foreign Capital Analytics & Economics of Tarrytown, NY, to request our private financial management services.
    (888) 494-0276
    Citigroup Investment
    86 Main St, Yonkers, NY 10701
    (914) 375-4810
    Shonnard Capital LLC
    470 Nepperhan Ave, Yonkers, NY 10701
    (914) 751-1538
    H&R Block
    30 S Broadway, Yonkers, NY 10701
    (914) 423-7475
    Primerica Financial Services
    45 S Broadway, Yonkers, NY 10701
    (914) 375-5055
    Smith Barney
    86 Main St, Yonkers, NY 10701
    (914) 964-2477
    Gcc Asset Management
    1 Alexander St Apt 722, Yonkers, NY 10701
    (914) 423-0700
    Preferred Capital Group Inc
    20 S Broadway, Yonkers, NY 10701
    (914) 694-3002

    When dealing with finances and the economy, it is important to get the help a financial advisor to help manage your assets and wealth. This consultant will help you come up with an investment plan that fits your budget and the level of risk you are comfortable taking. One of the first steps in saving towards retirement is to create a budget. Your financial advisor can assess your cash flow to determine what steps to take. For example, if you are in debt, they will help you pay what you owe and work to repair your credit. They will then advise you on the best ways to use your salary to increase the value of your estate. One way they might increase a client's wealth is by their your money in a growing business. This might be a big risk, but often comes with the greatest reward. For example, many invest their money before a technology or software boom and therefore many financial consultants, as well as investors, make money this way. While wealth management services aren’t free, consider it an investment in your future. The expense of planning for you or your company’s future could mean saving an immense amount of money. It is possible to make a plan on your own, but without a licensed professional to advise you, you could miss out on valuable resources. Enlisting the aid of a financial advisor can give you peace of mind for your future, and allow you to live your life to its fullest knowing that you will have money to retire with.
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