Central Park Financial Planning LLC
- 60 E 42nd St Suite 4600 New York New York 10165 United States
- Profile
Central Park Financial Planning LLC is a boutique financial services firm based in New York City, dedicated to providing comprehensive, objective, and personalized financial planning and investment management. As an independent, fee-only advisor, the firm focuses solely on serving clients’ best interests, free from product sales or commission-based incentives. Their team of fiduciary advisors collaborates closely with individuals and families to develop long-term financial strategies that align with personal values and life goals.
Central Park Financial Planning LLC specializes in retirement planning, investment portfolio management, tax-efficient strategies, and estate planning guidance. The firm places a strong emphasis on education, helping clients understand their financial choices and plans. With a commitment to transparency and trust, they cater to a diverse clientele, including professionals, executives, and retirees across the greater New York area.
Known for their collaborative approach and fiduciary standard of care, the firm often partners with other tax or legal professionals to offer integrated financial solutions. Central Park Financial Planning LLC’s focus on holistic and objective advice sets it apart in the competitive wealth management landscape.
Website: http://www.cpfinplan.com/
Key Services:
– Comprehensive financial planning
– Investment management and portfolio design
– Retirement planning
– Tax-efficient wealth strategies
– Estate and legacy planning coordination
– College and education funding guidance
– Risk management and insurance analysis
– Independent, fee-only fiduciary advice
- Comments
Contact Info
- 60 E 42nd St Suite 4600, New York, New York, 10165, United States
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Phone: (212) 653-0638
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