About
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Contact Information
| Phone | (800) 994-3766 |
|---|---|
| Address | 521 5th Ave 15th Floor, New York, NY 10175, USA |
| Website | https://www.wealthspire.com/contact/new-york-new-york?utm_source=google&utm_medium=gmb&utm_campaign=new-york&utm_content=primary_listing |
| Location | 40.7541602, -73.9797975 |
Opening Hours
| Monday: 8:00 AM – 5:00 PM |
| Tuesday: 8:00 AM – 5:00 PM |
| Wednesday: 8:00 AM – 5:00 PM |
| Thursday: 8:00 AM – 5:00 PM |
| Friday: 8:00 AM – 5:00 PM |
| Saturday: Closed |
| Sunday: Closed |
Categories / Tags
Reviews
The Wealthspire team is an outstanding group of financial professionals who provide expert advice and service to their clients. They truly work to achieve their clients’ objectives by listening closely to their goals and tolerance for risk. They do not arbitrarily push proprietary products…..they devise a strategic portfolio based on their client’s financial position and investment time horizon, and communicate closely and expertly on a continuous basis.
I highly recommend Wealthspire!
Absolutely wonderful dealing with my advisors, Pietro and Casey, at the New York office. Extremely polite, humble, open, and honest, as well as experienced and fun professionals in various facets of the financial world, which is complex in itself. Added to that are New York State laws. They helped us navigate the process of forming a revocable trust and the transformation from moving states.
We couldn’t ask for a better team.
We are very thankful.
Our advisory team is outstanding! They are personable, knowledgeable, communicative, and meet us where we are at. We are extremely happy with The financial planning and advising from our team at Wealthspire
I enjoy working with Andrew Weissman. He always goes above and beyond. He is truly dedicated to helping with this Special Needs Trust account in any manner necessary. His advice is always on point. He is an asset to Wealthspire and a valued part of my team managing this account.
My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable - both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I’ve recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recommend him for your financial needs.