Professional Wealth Associates Employee Directory

Financial ServicesNew York, United States2-10 Employees

Founded in 2002, Professional Wealth Associates is a full-service financial planning firm committed to helping our clients navigate the waters to attain their financial goals.  We offer a wide range of financial services, solutions, and products to individuals, business owners, and institutions.  We believe clients will be better able to identify and pursue their goals through sound decision making with guidance from our team. 

Professional Wealth Associates is committed to providing excellence in Financial Planning services to its many clients. Our client base includes individuals, families, extended families, businesses, and institutions with varying and diverse needs and requirements.
Many of our clients have been with us for two decades or more and some have recently joined Professional Wealth Associates. Regardless, PWA takes pride in providing conscientious, focused, diligent attention to each client and his/her personal goals and objectives.

Services we offer include but are not limited to retirement planning strategies, investment management, comprehensive financial planning, insurance and annuity planning, pension distribution strategies, long-term care and disability planning, social security strategies, estate and elder care planning, education savings strategies, company sponsored retirement plans, succession planning and business continuation, executive benefit plans, group employee benefit plans, and employee section 125 plans.

Sign up for free to view info

Company overview Email format