Financial Planning & Advisory Services

COVID-19 Update

To our friends and clients:

We sincerely hope that all of you remain safe and in good health. Finesco is committed to following all CDC and New York state guidelines regarding COVID-19. Please click here for the latest guidelines.

As an independent financial advisory firm, we take pride in offering unbiased product selection and financial planning services to our clients.  We listen to your needs and work with you to design a comprehensive plan to meet your unique goals.  By offering protection through tax planning, insurance and personalized investment strategies, we help you prepare for all of life's stages to give you and your loved ones peace of mind.

Our Finesco Advisor worked with us to develop a long-term plan to help us achieve our goals from college savings to retirement.  We review it annually to make sure we stay on track.  We are confident we are in good hands.