About
No description available.
Contact Information
| Phone | (212) 681-0460 |
|---|---|
| Address | 2 Park Ave 20th floor, New York, NY 10016, USA |
| Website | http://www.druckerwealth.com/ |
| Location | 40.7461274, -73.9824949 |
Opening Hours
| Monday: 9:00 AM – 5:00 PM |
| Tuesday: 9:00 AM – 5:00 PM |
| Wednesday: 9:00 AM – 5:00 PM |
| Thursday: 9:00 AM – 5:00 PM |
| Friday: 9:00 AM – 5:00 PM |
| Saturday: Closed |
| Sunday: Closed |
Categories / Tags
Reviews
I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!
I've been working with Drucker for about seven years, and I'm quite pleased with their services. They're holistic in their approach, ensuring that we think not just about "put $X in Y for Z return", but appropriately protecting ourselves with insurance, providing for our child's education, and estate planning so we're prepared to pass on what we have no matter when that happens.
Gideon is communicative and a constant reminder to make, refine, and stick to a plan.
If you are lucky enough to have enough income that "build an emergency fund, fill out your 401(k), and open a Vanguard account" doesn't cover what you need for financial management, Drucker is the kind of people you should be talking to.
And, conveniently, if you want to understand their philosophy before talking to them, Gideon has written several excellent books, which will give you a clear idea of what you can expect.
I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.
We’ve worked with Drucker Wealth Management for over 20 years and have always felt confident in their guidance. They are trustworthy, knowledgeable, and take the time to explain things clearly. We truly value the long-term relationship and highly recommend them.
Lance and his team came into my life 2 years ago and I can honestly say he has have changed my entire thought process on what wealth is. I am 43 years old and I now have game plan for how to achieve specific goals and build a financial future that reflects the life I want to live. Lance is insightful, pragmatic, and most importantly trustworthy. I would highly suggest Drucker Wealth for anyone looking to plan their future.