CFP NYC combines the rigor of a CPA firm with the personalized approach of a Certified Financial Planner to secure your financial future.
Our ServicesComprehensive individual and business tax preparation with strategic planning.
Retirement, education, and wealth management plans tailored to your goals.
Bookkeeping, financial reporting, and business advisory services for growing companies.
Our New York-based firm brings together CPA and CFP professionals to deliver integrated financial solutions. We build long-term relationships and provide clear, actionable guidance for every stage of life.
Schedule a consultation to discuss your financial goals.
Phone: (212) 555-0142
Email: [email protected]
Location: New York, NY