Grace Shimizu, CFP®
We are a team of advisors who are dedicated to helping our clients realize their dreams. Our job is to be the trusted advisor, the person people turn to when they have a life changing event. Our clients come first; we want to help them achieve their unique long-term goals through a comprehensive, holistic program of investments, estate planning, key employee planning, insurance, retirement planning & tax saving strategies.
Our history tells a story for our future. Empire Wealth Strategies was found in 1967 in New York City. Since our small beginnings we have grown to a team of over 100 advisors, each with unique skill sets & experience. Our core belief is we are dedicated to building intimate relationships with clients, offering them education & comfort, knowing their financial affairs are handled discreetly & professionally. We are more than the trusted advisor to our clients; we are coaches, listeners, & problem solvers.
Investing involves risk, including loss of value. Insurance & other financial products/services may be subject to certain terms, conditions & costs. Information/strategies provided are for educational purposes only, are not a recommendation to buy or sell any financial product/service, are not guarantees of future performance/success, & may not be appropriate for your situation. Do not post any information you do not wish to be shared with others.