Financial Planners near Staten Island

Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island

101 Tyrellan Ave Ste 105, Staten Island

Thu 9AM - 5PM

“I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when I'm vacuuming the algae out of that pool, it's Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than I've ever made doing anything else - the man knows his stuff.”

Inspire Investment Solutions

1303 Clove Rd, Staten Island

“We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.””

Tomolonis Financial LLC

95 Christopher Columbus Dr 16th floor, Jersey City

Thu 9:30AM - 4PM

“Chris is phenomenal. He has taken his time to have a full understanding of myself and my family’s finances and has helped me gain a deeper understanding of what I want out of this life for myself and my loved ones and how I may achieve that. Whether you are looking to better manage debt, save for short and long term goals, invest, or retire Chris is your guy. I recommend him often.”

Brookstone Securities

1000 US-9 #104, Woodbridge

Prestige Financial Services C.A.M.

1700 Stuyvesant Ave., Union

Thu 8:30AM - 5PM

MSCI Inc.

7 World Trade Center, 250 Greenwich St 49th Floor, New York

Thu Open 24 hours