wiseradvisor


JMATRIK WEALTH MANAGEMENT

Tel: 914-909-1552
565 Taxter Road
Suite 490
Elmsford, New York  10523
JMATRIK WEALTH MANAGEMENT | Financial Advisor in Elmsford,New York

About JMATRIK WEALTH MANAGEMENT

How We Work Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.


General Information

Year Established:   1993
Services:   Retirement and distribution planning, College saving plans, such as 529s, Mutual funds/ETFs/Individual Securities, Annuities, Small Business Retirement Plans, Life insurance, Long-term care, disability, and critical illness, Group health benefits, Financial planning for a fee

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

Social Media

twitter facebook



* Advisor information is provided in partnership with Yext