Financial Advisors in New York, NY

Helping you elevate your financial potential

Request an Appointment

340 Madison Avenue

22nd Floor

New York, NY 10173

Driving Directions

THE New York, ny TEAM

  • Greg Colonna

    Director, Financial Planning

    Grand Central, Staten Island, White Plains

    Greg Colonna

  • Jennifer Keiling

    Director, Financial Planning

    Grand Central, Paramus, Red Bank, Short Hills, Staten Island

    Jennifer Keiling

  • Stephen Sassi

    Executive Director, Financial Planning

    Grand Central, Red Bank, Staten Island

    Stephen Sassi

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in New York, 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 Edelman Financial Engines office on Madison Avenue is here for you, serving New York City and the Brooklyn and Queens boroughs. 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.

The latest insights from our experts