Find 9 Recommended Local Financial Advisors in New York, NY

Kargman Associates offers specialized strategic advisory services for international debt restructuring, cross-border insolvency, and sovereign debt challenges. The firm focuses on complex cases in emerging markets, providing integrated legal, financial, and strategic solutions. With expertise in corporate restructurings, project finance transactions, and non-performing loan portfolios, we serve creditors, investors, and governments worldwide.

Lincoln International specializes in investment banking advisory services, providing expert guidance on mergers and acquisitions, capital structure optimization, and private equity solutions. Our global team delivers tailored strategies to private equity firms, corporations, and business owners, leveraging deep industry relationships and a rigorous analytical approach. With a focus on long-term client partnerships, we help organizations achieve transformative outcomes in dynamic markets worldwide.

Samuel Ramirez is a full-service investment bank specializing in municipal finance, debt and equity capital markets, and wealth management. Since 1971, we have provided institutional clients and corporations with strategic advisory services, underwriting, and trading expertise. Our commitment to excellence is underscored by our top-tier rankings in negotiated bond transactions and our leadership in promoting diversity within the financial industry.

Greenpath Financial Wellness is a national nonprofit organization providing free financial counseling, debt management programs, and housing services since 1961. We help individuals create personalized plans to reduce debt, improve credit scores, and achieve financial stability through certified counseling and educational resources. Our services empower clients nationwide to manage high-interest debt, navigate housing challenges, and build long-term financial wellness.

Financial Asset Management provides personalized financial planning and investment management services to individuals and businesses. Our fiduciary advisors create customized strategies for retirement planning, tax optimization, and wealth preservation. With expertise in evidence-based investing and comprehensive financial roadmaps, we help clients achieve long-term financial security through objective, fee-only advisory services.

The Wall Street Organization provides expert financial consulting services specializing in capital formation and private placement offerings. We help companies develop strategic funding solutions through Regulation S and D offerings, mergers and acquisitions, and financial advertising. With proven expertise in investor relations and financial packaging since 1997, we connect businesses with funding sources through our extensive network of broker-dealers and institutional investors.

Moors & Cabot is a full-service wealth management firm offering personalized financial planning, investment management, and insurance solutions. Founded in 1890, we combine veteran expertise with advanced technology to create tailored strategies for individuals and institutions. Our services span retirement planning, estate management, business ownership transitions, and trust planning.

Investment Performance Services is an independent investment consulting firm specializing in customized solutions for employee benefit plans, institutions, and individuals. We provide research-driven advice on asset allocation, manager selection, and fiduciary oversight across all 50 states. Our proprietary due diligence process identifies best-in-class investment options while maintaining strict independence from product providers.

Credit Solutions is a credit repair and financial education company that helps individuals improve their credit scores through monitoring, dispute resolution, and personalized credit improvement plans. Since 2003, we've provided transparent credit services including access to credit reports, expert counseling, and identity theft protection for clients nationwide.