Drucker Wealth Management - New York

Address: 2 Park Ave 20th floor, New York, NY 10016, United States.
Phone: 2126810460.
Website: druckerwealth.com
Specialties: Financial advisor, Financial audit, Financial Advisor, Financial planner, Investment company, Investment service.
Other points of interest: On-site services, Language assistance, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, LGBTQ+ friendly.
Opinions: This company has 70 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Drucker Wealth Management

Drucker Wealth Management 2 Park Ave 20th floor, New York, NY 10016, United States

⏰ Open Hours of Drucker Wealth Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Drucker Wealth Management: Un Experto en Gestión de Patrimonio

Con sede en 2 Park Ave, 20th floor, New York, NY 10016, Estados Unidos, Drucker Wealth Management es una empresa líder en gestión de patrimonio que ofrece servicios de asesoramiento financiero, auditoría financiera y planificación financiera.

Especialidades

Entre las especialidades de la empresa se encuentran:

  • Financial advisor: Asesoramiento financiero personalizado para individuos y familias.
  • Financial audit: Auditoría financiera para garantizar la integridad de los estados financieros.
  • Financial Advisor: Asesoramiento financiero profesional para empresas y organizaciones.
  • Financial planner: Planificación financiera integral para alcanzar objetivos financieros.
  • Investment company: Compañía de inversión que ofrece servicios de gestión de carteras de inversión.
  • Investment service: Servicio de inversión que ofrece consejos y recomendaciones de inversión.

    Otras características

    La empresa ofrece servicios en línea y personalizados, con un equipo de expertos en gestión de patrimonio que habla varios idiomas, incluyendo español, francés e inglés.

    Además, la empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo una entrada y baño accesibles.

    La empresa también es amigable con la comunidad LGBTQ+ y ofrece un ambiente inclusivo y respetuoso para todos sus clientes.

    Opiniones

    La empresa tiene una excelente reputación en la comunidad financiera, con una media de opiniones de 4.9/5 en Google My Business.

    Los clientes de la empresa han destacado su experiencia positiva con el equipo de asesoramiento financiero, que es organizado, comunicativo y experto en gestión de patrimonio.

    La empresa también ha recibido elogios por su compromiso con la educación financiera y su voluntad de ayudar a las personas a alcanzar sus objetivos financieros.

    Información de contacto

    Para obtener más información o programar una cita con un asesor financiero, puede contactar a Drucker Wealth Management al:

    2126810460

    o visitar su sitio web en druckerwealth.com.

👍 Reviews of Drucker Wealth Management

Drucker Wealth Management - New York
Todd R.
5/5

I have now worked with Gideon and his team at Drucker Wealth for 2 years. My overall experience has been excellent. They are organized and communicative which has made our financial planning seamless. The team has great insight into saving, planning, and ultimately investing. We value their input and look forward to a long relationship of success.

Drucker Wealth Management - New York
Maria E. F.
5/5

Working with Autumn has been transformative for our family's financial health. She has been more than just a financial advisor; she’s been a true guidepost, listening to our needs and providing thoughtful advice that serves as a solid sounding board for our financial choices. Thanks to her, we've been able to navigate the complexities of financial planning and have established a strong foundation for our family's future.

Additionally, the entire Drucker Wealth team has been incredibly supportive, especially with estate planning. We now feel secure and excited about the options and paths available to us, knowing we are in capable hands. Thank you, Autumn, and the Drucker Wealth team, for your invaluable guidance.

Drucker Wealth Management - New York
Helaine L.
5/5

I have been with Lance Drucker, Kitty Richie and the Drucker Wealth Management team since 'forever'. The team has been advising me on my 'financial goals' since I started my career in NYC and the financial advice continues as I am getting closer to retirement. Throughout the financial planning process, adjustments were made as my career, finances and future goals adapted to where I was/am at that point in time. If I had one piece of "Drucker Wisdom" I wish I took sooner, I should have listened to Lance and started my financial plan earlier then I did - You were correct Lance! I highly recommend Drucker Wealth Management no matter where you currently are on achieving your 'financial goals'.

Drucker Wealth Management - New York
Lisa F.
5/5

My interactions with Drucker Wealth span over 25 years. During this period, I expanded my understanding of what it means to prepare for my future. Lance has a simple yet effective wholistic approach for wealth building (Now/Soon/Later). A great coach listens to your goals, helps to assess your strengths/weaknesses and provides data and motivation to guide your journey. Lance did this for me in a masterful way. As Lance and Gideon expanded their organization and offerings, I continued to benefit from their stellar guidance and didn’t experience diminished customer support. I have confidence in my financial future - thanks to Lance, Kitty and their team. Do not hesitate to have a conversation with them regardless of where you are in your journey. A great way to start is to sign up for their newsletter.

Drucker Wealth Management - New York
WILLIAM T.
5/5

Lance and his team are fantastic. They have been extremely helpful in helping me and my wife understand our finances better and getting comfortable with our path to retirement. Always available whenever we have a need or questions. Highly recommend.

Drucker Wealth Management - New York
Joseph G.
5/5

I've had the pleasure of working with Gideon for years, and I couldn't be more satisfied. Not only has he become a close personal friend with whom I share a variety of passions (not just limited to sports and podcasts), but he and Karina have consistently taken excellent care of my family. My wife and I have seen our wealth grow steadily under their guidance and feel confident about our financial future. Their approach is refreshingly pragmatic, focusing on smart, strategic decisions rather than quick, get-rich schemes. I highly recommend Gideon and Karina + the Drucker Wealth team for their exceptional service and dedication.

Drucker Wealth Management - New York
Damilola O. O.
5/5

I became a Drucker Wealth client in 2022 after attending Gideon's webinar and finding it very helpful. I also had some life changes that year that made me want to get more organized about financial and wealth planning. I've been a happy customer since Day 1 - Autumn Lax is my advisor and she is brilliant. She has advised me knowledgeably, referred me to experts when I needed them, and helped me get a grasp of all I need to confidently plan for the future. All said, Drucker Wealth is a remarkable company through and through and I highly recommend them!

Drucker Wealth Management - New York
Andrea G.
5/5

I have had the pleasure of knowing Gideon and his team for several years, and they consistently demonstrate trustworthiness, responsiveness, and reliability. As someone with limited knowledge about financial management and investing, having Gideon and his team supporting me brings a tremendous sense of relief as I navigate the path to secure my financial future. Their personable approach and unwavering commitment to addressing all my questions, big or small, makes me incredibly grateful to be working with them. The Drucker team has exceeded my expectations and I can say that i am in a MUCH better financial position because of them.

Go up