NY · Bronx

Fiduciary advisors in Bronx, NY

1 advisor with offices in Bronx. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Bronx

SANTANA CONSULTATION

Bronx, New York

Santana Consultation, located in the Bronx, offers tax preparation, payroll services, and business formation assistance. The firm is founded and led by Deyanira Santana, who studied accounting and has over seven years of experience in tax and legal services. The practice also provides educational tax courses and addresses immigration-related advisory needs for individuals and business owners.

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Financial advisors in Bronx, New York

Advisors serving Bronx specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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