Financial Planners near Tarrytown

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“I cannot say enough about my financial adviser, Kevin Power. Kevin listens to your concerns and works with you to meet your investment needs. While my results may not be the same as yours, I am proof you don't need a fortune to have a secure financial future, you just need an adviser like Kevin. I recommend Kevin to my friends as it isn't every day you find an adviser who is not only good at his job, but also cares about his client. Ask yourself how often does someone who has a great financial adviser pass his/her name onto you and the answer is almost never.
Thank You Kevin and the SKG Group at Barnum Financial.“

“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!“

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“excelente servicio en Austro financial services, oficina manhattan , gracias Sra Edith Sandoval por su amabilidad y eficacia“

“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.“

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“After spending long years in New York, I have returned to my home country in Japan but still had to file tax for the previous year. My regular accountant have left the job to focus on her own business and I needed someone who can support me with complexed ( to me ) tax filing. I was introduced to Executive assistant, Ms. Nakamura and she was patient working with me going back and forth for months and connected me with her team. I ended up amending past 6 years of taxes for reporting my foreign income correctly, but I feel much confident and relieved. I recommend Hara Yoshida office to any one looking for an accountant.“

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“My wife and I recently had the pleasure of working with Chris Kampitsis, a Financial Planner, Financial Services Executive, and Investment Advisor Representative at Barnum Financial Group. Chris utilizes a team approach to provide clients with world-class service, and we experienced this firsthand. Before meeting Chris, our savings were scattered across various accounts, including 401(k) plans, Pension Plans, IRA accounts, and a brokerage account. Frankly, we had no idea how well we were doing with our assets so dispersed. The best decision we made was meeting with Chris to discuss our retirement preparedness. From our very first meeting, we knew we needed Chris's help. He and his team literally held our hands as we gathered all our assets. Chris provided us with clear, actionable advice designed to ensure that we never have to worry about retiring comfortably. He not only gave us excellent advice but also delivered on it. One of the most impressive aspects of working with Chris is his availability and proactive approach. He is always available to take our calls and meets with us several times a year to review our accounts and make sure we're on track. His dedication and attentiveness give us great confidence in our financial future. Thanks to Chris and the Barnum Financial Group team, we now have a consolidated, well-managed portfolio that gives us peace of mind. Choosing to work with Chris was the best financial decision my wife and I have ever made. We wholeheartedly recommend Chris Kampitsis and his team to anyone looking to secure their retirement and achieve financial peace.“