WealthEdge - New York

Address: 99 Park Ave #1920, New York, NY 10016, United States.
Phone: 2126873600.
Website: wealthedge.com
Specialties: Financial planner, Chartered accountant, Financial Advisor, Investment company.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended, Paid street parking.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 3.9/5.

📌 Location of WealthEdge

WealthEdge 99 Park Ave #1920, New York, NY 10016, United States

☎️2126873600

WealthEdge is a reputable financial planning company located at 99 Park Ave #1920, New York, NY 10016, United States. They can be reached at 2126873600 or by visiting their website.

Their specialties include financial planning, chartered accounting, financial advice, and investment management. They offer additional amenities such as a wheelchair-accessible entrance, wheelchair-accessible toilet, and paid street parking. Appointments are recommended.

With 7 reviews on Google My Business, WealthEdge boasts an average rating of 3.9/5. Many clients have praised the company for its excellent service, including Yandie, a dedicated financial advisor who has helped many clients save for their children's education and achieve financial peace of mind.

👍 Reviews of WealthEdge

Stephanie M.

5/5

We have been working with Yandie at Wealthedge since before our children were born. Both kids are in college and high school, and because of Wealthedge we have been able to save up to pay for their college, we have taken month-long trips with the kids, we have purchased a weekend home and have financial peace of mind. I highly recommend working with Wealthedge, they are like part of our family and look out for us always. Don't wait to start planning for your future!

Win C.

5/5

For over 27 years, Jerry and his staff have been nothing short of being the most responsive and superbly competent individuals in handling any financial related issues. I would highly recommend their services to anyone who require any type of help from as trivial as a recent college grad who may need some help to get simple W-2 questions answered to sophisticated multi-million business or estate planning. Wealth Edge should be everyone's One-Stop Shop for all that is Financial!

Jaime S.

1/5

After a 25+ Year relationship, they make a mistake and get caught by state tax board, and their response is to fire me as their client because I asked them to cover the cost of their admitted error! They didn’t even have the courtesy to place a phone call - I got a letter.

Green

5/5

Patricia L. D. N.

5/5

Kaitlin D.

5/5

Maria S.

1/5