Financial Services - New York, NB, US
Executive Benefits of New York (EBNY) is a family-owned financial planning firm that tailors to the unique needs of its diverse clientele. We look to cultivate a close and personal relationship with our clients to ensure that every specific need is attended to.Our well-versed team at Executive Benefits of New York is composed of a dedicated and diverse group of individuals who have prior experience at top-tier investment firms and prominent consulting companies. Each professional excels in a particular field to ensure that our specialized talents are catered to any financial-related need.With an Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner™ (CFP®) on staff we are able to handle all individual and corporate planning demands. We pride ourselves in the quality of our customer service and are constantly looking for ways to improve it. At EBNY we regularly update our clients on new regulations and plans that may better address their changing needs. As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction.
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