Staten Island Financial Planners

STATEN ISLAND, NY

Financial Planners are in Staten Island

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"... her a lot of money and she turns it into more money...."

"... step of the way and i felt well take care of during the process. they have the utmost professionalism and service. i would recommend their services to all my friends and have already done so...."

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Staten Island Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Staten Island Financial Planners Reviews

"... the process with extra care and patience. i never felt rushed or pressured to make decisions without full understanding of the implications. i wanted to refinance my house and wasn't sure that i was going to get the best possible interest rate. me...."

"... me through every step. they were considerate and kept me updated on each stage of the process...."

"... very smooth. the loan closed in the time period i needed. the people at echo point were very helpful and responded quickly to any question or need that i had...."

"... by a family member and i appreciated the guidance and personal recommendation. steve faxed needed documents and made the process easy and user-friendly. branches were located in convenient locations and steve was able to quarterback needed resources..."

"... and willing to share knoweldge. willing to work with customers to find the best solution for any given situation..."

"... some folks are willing to share their expertise even when they know it isn't going to lead to a deal. i know that they'll be my first call for my next home purchase. ..."

"... was a point in time where the bank working with our refi wanted to impose addional fees and echo point was able to negotiate to get those removed...."

"... no fee given the effort they made to find a better/cheaper alternative for me. i call that selfless service...."