Top Professionals
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Pope Wealth Planning is a New York City–based financial advisory firm founded by Curtis Pope in 2020, dedicated to helping individuals and families across the United States make informed and strategic financial decisions. Drawing on prior experience at Citi, Morgan Stanley, and Wealthsimple, Curtis ...Read More
Drucker Wealth Management
Drucker Wealth is a third-generation, planning-first wealth management firm founded in 1959 that provides comprehensive financial planning and investment management services—including tax planning, RSU/equity compensation planning, insurance planning, and estate planning—operating a virtual planning...Read More
G M Financial Center Inc
GM Financial Center is a Jersey City–based accounting and tax firm established in 1990 that serves small businesses, startups, freelancers, and individuals with a full range of financial services. GM Financial Center provides tax preparation and planning, tax audit representation and resolution, boo...Read More
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Integrated Financial Services
Integrated Financial Services, Inc. is a Jersey City–based firm of certified public accountants that provides tax preparation and planning, accounting and bookkeeping, payroll, and business consulting services tailored to small and medium-sized businesses, start-ups, freelancers, and individuals. In...Read More
Kristen S. Han, CPA, CFP
MEFG, led by Kristen S. Han, CPA, CFP®, is a New York-based financial advisory practice that specializes in financial and tax planning, wealth management, and insurance services for individuals and small businesses. With more than a decade of experience in finance and accounting, Kristen brings a ho...Read More
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Merrill Lynch Wealth Management
Merrill (Merrill Lynch Wealth Management) connects clients with dedicated financial advisors through its Advisor Directory and matching tools and provides personalized wealth management services that include investment advisory and brokerage solutions, retirement and savings planning, insurance, len...Read More
Midas Wealth - Private Client Group
Midas Wealth is a New York–based financial advisory practice affiliated with Northwestern Mutual, focused on helping individuals and families achieve long-term financial success. The firm works with clients to define, build, and enjoy prosperity through comprehensive financial planning that integrat...Read More
MYRA Wealth
MYRA Wealth is a modern financial advisory firm that positions itself as a “personal CFO” for clients, providing integrated financial planning, investment management, and tax filing services. Based in the United States, the company is particularly focused on serving immigrant families, high earners,...Read More
Savant Wealth Management
Savant Wealth Management is a nationally recognized, fee-only fiduciary firm founded in 1986, dedicated to helping individuals, families, business owners, executives, and institutions manage the complexities of wealth with clarity and confidence. Headquartered in Illinois with 45 offices nationwide,...Read More
Wealthspire Advisors
Wealthspire Advisors LLC is a national, independent registered investment advisory firm that provides comprehensive wealth management services to individuals, families, executives, business owners, attorneys, and institutions. Founded in 1995 and now a part of NFP, an Aon company, Wealthspire manage...Read More