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FINANCIAL PLANNERS IN Staten Island, NY

Helping you elevate your financial potential

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900 South Avenue

Suite 203

Staten Island, NY 10314

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THE Staten Island, ny TEAM

    Jennifer Keiling

    Director, Financial Planning

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    Sal Marino

    Director, Financial Planning

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    Stephen Sassi

    Director, Financial Planning

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    Greg Colonna

    Director, Financial Planning

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ÃÛѨÊÓƵ in Staten Island, NY

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The ÃÛѨÊÓƵ office in Staten Island is here for you, serving the island and surrounding areas in New York and New Jersey. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Frequently Asked Questions

No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by µþ²¹°ù°ù´Ç²Ô’s* – awarded each September (2018-2024) byÌýµþ²¹°ù°ù´Ç²Ô’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.

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*The µþ²¹°ù°ù´Ç²Ô’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to ÃÛѨÊÓƵ as the top mega RIA. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.

Becoming an ÃÛѨÊÓƵ client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing ÃÛѨÊÓƵ to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

Your wealth planning team is led by your advisor, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

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