Aimdar Advisory Group 安达财富

New York, New York

5.0 (182 reviews)
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About

Aimdar Advisory Group provides insurance analysis and planning services from its New York office. The team holds CFA, CFP, and CPA credentials. English-language consultations are available.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-6PM, Tuesday: 9AM-6PM, Wednesday: 9AM-6PM, Thursday: 9AM-6PM, Friday: 9AM-6PM, Saturday: 9AM-6PM
SEC registered
No

Professional credentials

CFA

Chartered Financial Analyst

Investment analysis and portfolio management credential, considered the gold standard for investment professionals

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

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