Reviews for Source Financial Advisors

Dec 2022

The way Michelle and her team combine professional financial management with personal attention is exceptional. They have exceeded all my expectations regarding the role of a financial manager, and the positive impact that has had on my life.

From Source Financial Advisors

At Source Financial Advisors, our goal is not solely to serve our clients’ needs, but to ensure their wealth serves their needs. Founded by Michelle Smith, CEO, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our client’s vision for success, so they can forget about the financial details and pursue a life well-lived.

Hours

Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed

Similar Businesses Nearby

Best Pros in New York, New York

Ratings

Google: 5/5