For Individuals
We specialize in highly personalized, solutions-based investment management for investors seeking stability & peace of mind. Let's work together to achieve your goals.
Read More
For Business
We understand the unique challenges facing businesses today and can provide the guidance you need to be successful.
Read More
For Retirement Plan
We can design a hassle-free retirement plan and ensure that you are getting record-keeping, fiduciary oversight, consulting, compliance, and employee education.
Read MoreFocus on cryptocurrency financial and technical services
We provide solutions for long-term investors. We stick to our guns when others chase market trends. By remaining true to our strategies, our investment solutions can work towards fulfilling our clients’ goals.
Read More
Financial Advisory Services
we offer solutions to help you meet your goals. We won’t throw around jargon, charts, or invoices that you don’t understand. We provide consistent, reliable advice to help you reach your financial goals while educating you along the way.
Read More
Individual Retirement Planning
We get to know what matters most to you, establishing financial goals, and measuring your risk appetite. We weigh personal, business, and family considerations to determine how best to maximize your chances of success on your terms.
Read More
Employee Retirement Plan Services
With over 25 years of experience, our skilled advisors provide individualized services to create a retirement plan that benefits both you and your workers.
Read More
Nonprofits and Institutions
We create investment strategies designed to optimize your foundation or endowment to support your efforts both now and in the future. We also offer guidance that can increase awareness of the opportunities for current and potential donors to give to your efforts.
Read More
A Trusted Advisor
You can trust our skilled investment advisors to help you realize your most significant financial objectives for a better future.
NY Investment Advisors was founded in 1996 with the vision of building relationships with our clients and experiencing the joys of their success. We operate as an independent financial planning firm with over 28 years of combined financial service experience. Our financial advisors provide unbiased and objective advice. We listen to what your goals and dreams are, and work with you over the years to help you achieve those goals and dreams.
Your Future Is Our Focus
Reliable service from a team you can trust.
At NY Investment Advisors, we work for people and manage money. We genuinely care about our clients and their success.
At NY Investment Advisors, we understand that analytics and thought are needed to provide the best strategy that meets your goals. We stay steady throughout market changes and design portfolios that capitalize your investments and preserve your legacy.
We pride ourselves in our transparency so you know exactly what is happening with your investment. We accomplish this with open communication and clarity when speaking with our clients.
Our team is made of financial consultants with decades of experience. We breathe life into investment portfolios and provide unique insights and strategies to ensure portfolios are personalized for success.
Expertise is Critical to Client Success
Our services
We are a friendly local firm based in a quiet town in a lovely county. We offer a range of services for both businesses individuals
Your Peace of Mind Starts Here
Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management.
- Step 1: The First Appointment
- Step 2: Request Client Info
- Step 3: Write Investment Plan
- Step 4: Start Our Relationship
- Step 5: Ongoing Review
- Step 1: The First Appointment
- Step 2: Gather Documents
- Step 3: Plan Analysis & Proposal
- Step 4: Present the Plan
- Step 5: Ongoing Governance
Individuals
Business & Institutions
When you’re serious about managing your money you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs. Our duty of care and loyalty puts the clients’ best interests first.
As long-term investors, we need to focus on an extremely important point – markets don’t wait! They are forward-looking and historically bottomed well before whatever crisis caused the decline.
– Dan Eye, CFA®
