2 Park Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
With over 10 years of experience in the financial services industry, Michael Kane has dedicated his career to building an elite team of Financial Services Representatives in the New York market. Michael has a track record of developing...
The core of his practice is built around establishing and maintaining long-term relationships with his clients. When first meeting a client, he takes the time to understand all the different aspects of their life, career, and their...
Through my work with individuals and businesses since 1995, I have extensive personal and professional experience. This includes various professional designations, along with licenses to sell a variety of investment and insurance...
While financial planning has been my full passion for over 15 years, it stemmed from a different path which shaped and molded my knowledge for the present. Studying Computer Information Systems for my Bachelor of Science at Stony Brook...
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"Financial planning today is a crucial, but often complex and confusing process. That's why many of my clients rely on me to guide them through it. I will help you to assess your current financial situation and your financial...
I have provided customized financial planning, risk protection, and investment management services for individuals, families, and small business owners for more than 20 Years. I have earned the professional designation Chartered...
At Empire Wealth Strategies, I stand for creating long-term strategies with clients by diagnosing their goals and aspirations, and helping them achieve full financial health. I joined the financial industry with the mind-set of...
Business Philosophy Having worked in financial services for 40 years, I understand what people expect from their financial advisors: trust, integrity, and expertise. Add leadership, clarity, and creativity and you have the recipe to...
For 18 years, I have been an advocate for young professionals and new families, trying to navigate the landscape of personal finance. I help clients save money, based on their unique vision for the future.
Joshua Baer joined the Private Wealth Industry in 2009. First working as a Client Service Associate, Josh discovered the positive impact he could have on the lives of others and made a commitment to building strong relationships and...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.