Q: Why should I use a financial planner?
The financial world is very complex, and having a trusted financial planner onboard is critical to making good financial choices. Developing financial plans requires a deep knowledge of the financial world, as well as being well versed in legal and tax issues while being able to maintain an objective outlook. At EBNY Financial Services, we have accumulated over 20 years of financial knowledge and experience, and with a Certified Financial PlannerTM, we are able to maintain our high standards in financial planning.
Q: What type of clients do you deal with?
We work with clients that have a wide variety of varying financial situations, with a wide range of investable assets. By taking into consideration a multitude of variables, we are able to create unique financial plans for each client.
Q: What fees do you charge for this service?
We charge a flat fee for the development of a financial plan, but the initial consultation is free.