Safran Wealth Advisors, LLC - New York

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Safran Wealth Advisors, LLC - Your Trusted Financial Partner

Located at 641 Lexington Ave 14th floor, New York, NY 10022, Safran Wealth Advisors, LLC is a leading financial planning and investment services firm with a strong commitment to helping clients achieve their financial goals. With a phone number of 2123289530 and a website at safranwealthadvisors.com, the firm offers a wide range of specialized services to cater to the unique needs of each client.

Specialties and Services

• Financial Planning: Safran Wealth Advisors, LLC provides comprehensive financial planning services to help clients create a roadmap for achieving their financial objectives.
• Investment Services: The firm offers customized investment strategies to help clients grow and preserve their wealth.

Key Features and Points of Interest

• Identifies as women-owned
• Wheelchair accessible entrance
• Wheelchair accessible restroom
• Restroom available on premises
• Appointments recommended

Client Reviews and Testimonials

Safran Wealth Advisors, LLC has received 2 reviews on Google My Business, with an impressive average rating of 5/5. Clients have praised the firm's personalized approach, expert guidance, and the significant impact on their financial planning decisions. One client noted that they have "treasured Erika's advice and counsel for nearly 10 years," highlighting the firm's long-term commitment to client success.

With a focus on delivering exceptional service and a personalized approach, Safran Wealth Advisors, LLC is well-positioned to help clients achieve their financial goals and navigate the complexities of the financial world with confidence.

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👍 Reviews of Safran Wealth Advisors, LLC

greg L.

5/5

I have treasured Erika’s advice and counsel for nearly 10 years. Erika provides consultation that goes far beyond investing and financial planning. Providing smart, clear and expert guidance, Erika has helped me make life planning decisions easier and to make those decisions with confidence. I feel incredibly fortunate to have Erika as an advisor and the net gain for me has been immeasurable.

Cory W.

5/5

Erika is very knowledgeable and is very effective in communicating the complex aspects of the financial world to someone who is not as well-versed. I have been working with her for years now and I trust her implicitly. I highly recommend working with her.