Best Bronx County, New York Financial Planners
Finding the right financial planner in Bronx County, New York, can be a daunting task. With so many options available, it’s essential to know what to look for and how to evaluate potential advisors. In this article, we’ll explore the top financial planners in the area, highlight reviews from clients, and provide useful information to help you make an informed decision. We’ll also discuss the credentials you should look for in a financial planner. Let’s dive in and find the best financial planners in Bronx County to meet your needs.
Top Financial Planners in Bronx County
Rossana Ionescu – TD Wealth Relationship Manager
Rossana Ionescu, a TD Wealth Relationship Manager, offers personalized financial planning services tailored to meet the unique needs of each client. With a commitment to providing the highest level of service, Rossana ensures that clients receive comprehensive financial advice that aligns with their goals.
-Contact Information:
- Phone: (347) 604-2325
- Address: 148 Fordham Road, Bronx, NY 10468
- Website: TD Wealth Advisors
American Express Financial Advisors
American Express provides a range of financial planning services, including investment management and retirement planning. Their team of experienced advisors helps clients create strategies for achieving their financial goals.
Contact Information:
- Phone: (347) 627-2760
- Address: 1505 Archer Rd, Bronx, NY 10462
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management offers extensive financial planning and investment management services. Their advisors are equipped to handle everything from retirement planning to portfolio management, ensuring that clients’ financial futures are secure.
-Contact Information:
- Phone: (914) 996-1006
- Address: 2000 Westchester Ave, Bronx, NY 10462
Castanza Stephen & Associates
Castanza Stephen & Associates provide tailored financial planning and investment management services. With a focus on understanding each client’s unique financial situation, they offer personalized strategies to help clients reach their financial goals.
Contact Information:
- Phone: (718) 409-5552
- Address: 3612 E Tremont Ave Ste 101, Bronx, NY 10465
PLS Financial
PLS Financial offers a variety of financial services, including payday loans and check cashing. While not a traditional financial planner, they provide essential financial services to those in need.
Contact Information:
-- Phone: (718) 220-1625
- Address: 385 E Fordham Rd, Bronx, NY 10458
Island Financial Group
Island Financial Group specializes in financial planning and tax consulting. They help clients navigate complex financial situations and create comprehensive plans to secure their financial future.
Contact Information:
- Phone: (718) 885-1470
- Address: 295 City Island Ave, Bronx, NY 10464
What to Look for in a Financial Planner
When searching for a financial planner, it’s crucial to consider several factors to ensure you find the best fit for your financial needs. Here are some key aspects to keep in mind:
-- Credentials: Look for advisors with certifications such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), or Certified Public Accountant (CPA). These credentials indicate a high level of expertise and commitment to ethical practices.
- Experience: Evaluate the advisor’s experience in financial planning. More experienced advisors are likely to have a deeper understanding of complex financial situations.
- Fee Structure: Understand how the advisor charges for their services. Common fee structures include fee-only, fee-based, and commission-based. Fee-only advisors are often considered more objective as they do not earn commissions from selling financial products.
- Services Offered: Ensure the advisor offers the specific services you need, such as retirement planning, estate planning, tax planning, or investment management.
- Reputation: Research the advisor’s reputation by reading reviews and checking their standing with professional organizations such as the Better Business Bureau (BBB).
Credentials to Look for in a Financial Planner
Having the right credentials is essential for a financial planner. Here are some of the most respected certifications:
- Certified Financial Planner (CFP®): This designation requires extensive education, experience, and a commitment to ethical standards. CFP® professionals are well-equipped to provide comprehensive financial planning.
- Chartered Financial Consultant (ChFC®): Similar to the CFP®, the ChFC® designation signifies expertise in financial planning and a commitment to ongoing education.
- Certified Public Accountant (CPA): CPAs are experts in tax planning and accounting, making them valuable for clients with complex tax situations.
- Chartered Financial Analyst (CFA®): This credential is ideal for those looking for investment management expertise. CFA® charterholders have a deep understanding of investment strategies and portfolio management.
Table of Financial Planners
| Financial Planner | Credentials | Phone | Address | Website | Services Offered |
|---|---|---|---|---|---|
| Rossana Ionescu – TD Wealth | CFP®, ChFC® | (347) 604-2325 | 148 Fordham Road, Bronx, NY 10468 | TD Wealth Advisors | Investment Management, Retirement Planning |
| American Express Financial Advisors | CFP®, CPA | (347) 627-2760 | 1505 Archer Rd, Bronx, NY 10462 | N/A | Financial Planning, Investment Management |
| Morgan Stanley Wealth Management | CFA®, CFP® | (914) 996-1006 | 2000 Westchester Ave, Bronx, NY 10462 | N/A | Wealth Management, Financial Planning |
| Castanza Stephen & Associates | CFP®, CPA | (718) 409-5552 | 3612 E Tremont Ave Ste 101, Bronx, NY 10465 | N/A | Financial Planning, Investment Management |
| PLS Financial | N/A | (718) 220-1625 | 385 E Fordham Rd, Bronx, NY 10458 | N/A | Payday Loans, Check Cashing |
| Island Financial Group | CFP®, CPA | (718) 885-1470 | 295 City Island Ave, Bronx, NY 10464 | N/A | Financial Planning, Tax Consulting |
Reviews and Highlights
Client reviews can provide valuable insights into the quality of service provided by financial planners. Here are some highlights from client reviews:
Rossana Ionescu – TD Wealth Relationship Manager
Clients consistently praise Rossana for her personalized approach and commitment to understanding their financial goals. One client mentioned, “Rossana took the time to listen to my concerns and provided tailored advice that truly addressed my needs. Her expertise and dedication are unmatched.”
American Express Financial Advisors
American Express Financial Advisors are known for their comprehensive service offerings. A satisfied client noted, “The team at American Express helped me create a solid retirement plan. Their attention to detail and proactive approach made me feel confident about my financial future.”
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management has received high marks for their professionalism and expertise. One reviewer said, “Working with Morgan Stanley has been a game-changer for my finances. Their advisors are knowledgeable and always available to answer my questions.”
Castanza Stephen & Associates
Clients appreciate the personalized service provided by Castanza Stephen & Associates. A client review highlighted, “The team at Castanza Stephen & Associates really took the time to understand my financial situation. Their advice has been invaluable in helping me achieve my financial goals.”
PLS Financial
While PLS Financial offers essential services, some clients have noted a more transactional experience. One review stated, “PLS Financial was helpful in providing quick financial solutions, but I would prefer a more personalized approach for long-term planning.”
Island Financial Group
Island Financial Group is praised for their expertise in both financial planning and tax consulting. A client remarked, “Island Financial Group has been instrumental in helping me navigate complex tax issues. Their comprehensive approach to financial planning has given me peace of mind.”
Conclusion
Choosing the right financial planner is crucial for achieving your financial goals. By considering factors such as credentials, experience, fee structure, and client reviews, you can find an advisor who meets your needs and provides the guidance necessary for a secure financial future. The financial planners highlighted in this article represent some of the best in Bronx County, offering a range of services to help you manage your finances effectively.
For more information and to find additional financial planners in Bronx County, visit reputable directories such as WiserAdvisor and Yellow Pages.