NY · Staten Island

Fiduciary advisors in Staten Island, NY

2 advisors with offices in Staten Island. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed
2 results in Staten Island

Cove Financial

★5.0(1)

Staten Island, New York

Insurance Planning

Cove Financial is a Staten Island-based financial advisory firm offering financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm provides services spanning retirement income planning, estate planning, charitable giving strategies, protection planning, and legacy planning, structured around a five-step process that begins with discovery and assessment, moves through profiling and strategy development, and includes ongoing review and adjustment. The firm emphasizes personalized client relationships and employs risk assessment methodology grounded in Nobel Prize-winning framework principles to align investment portfolios with client objectives.

View details

Financial advisors in Staten Island, New York

Advisors serving Staten Island 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.

Back to all New York advisors
0 selected
Compare →