Client Focused Advisors is an independent financial planning firm based in New York City, dedicated to delivering personalized, strategic financial advice tailored to the unique goals of each client. Specializing in comprehensive wealth management, the firm serves individuals, families, and business owners seeking long-term financial success. Their approach emphasizes transparency, education, and ongoing client relationships, helping clients make confident decisions about their financial futures.

With a team of experienced financial professionals, Client Focused Advisors offers holistic financial planning, retirement income strategies, and investment management. The firm also provides specialized services for high-net-worth individuals, including tax-efficient portfolio design and legacy planning. As fiduciaries, they are committed to acting in the client’s best interest, free from product sales quotas or proprietary investments.

Client Focused Advisors is affiliated with Cetera Advisors LLC, a registered broker-dealer and member FINRA/SIPC, which enhances the firm’s compliance and support infrastructure. The firm values community outreach and financial literacy, often hosting educational workshops and seminars. Their client-first philosophy and emphasis on customer service make them a trusted partner in financial planning.

Website: http://www.clientfocusedadvisors.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management and portfolio design
– Risk management and insurance planning
– Tax-efficient wealth strategies
– Estate and legacy planning
– Business succession planning
– Educational workshops and financial literacy sessions