G-Squared Advisory LLC is a boutique financial services firm specializing in comprehensive financial planning and investment advisory solutions. Based in Harrison, New York, the firm is committed to providing personalized financial guidance tailored to meet the unique goals of individuals, families, and small business owners. With a strong focus on fiduciary responsibility, G-Squared Advisory operates with transparency and a client-focused approach, ensuring that every recommendation aligns with the client’s best interests.

The firm offers evidence-based investment strategies grounded in academic research, as well as holistic financial planning that covers retirement, education funding, risk management, and estate planning. G-Squared Advisory is particularly known for fostering long-term relationships with clients by integrating life goals into financial strategies and offering ongoing support as circumstances evolve. Co-founders Cindy and Laurie bring decades of professional experience, blending technical expertise with a desire to empower clients through financial education.

G-Squared Advisory also supports and partners with organizations that promote financial literacy in the community, reinforcing their commitment to both social impact and professional excellence.

Website: http://gsquaredadvisory.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement planning
– Education funding strategies
– Risk management and insurance analysis
– Estate and legacy planning
– Tax-efficient wealth strategies
– Independent fiduciary advisory services