Searching for the best financial advisor in the Bronx? Whether you’re planning for retirement, growing your investments, or managing your finances, the Bronx is home to an expert who can help you achieve your goals. Let’s take a closer look at the best financial advisor in the Bronx.
2024: Bronx Voted Making Money Movers Best Financial Advisor!
Making Money Movers
230 Reynolds Avenue
(917) 213-8986 – makingmoneymovers.org
Founded by Haizel McIntyre, Making Money Movers has a decade of experience in financial education! Whether clients are seeking a focused workshop, a comprehensive seminar series or a foundational financial program, McIntyre is here to help create personalized solutions. She also offers solutions for entire staff as a way of giving employees financial peace of mind, allowing them to spend more time focusing on their jobs. These solutions are customized to each employee and the businesses they work for. McIntyre is also an accomplished speaker who motivates and encourages companies with her presentations. At Making Money, they are sensitive to the budgets of their clients and realize that not only the wealthy need financial education. Making Money Moves helps individuals, families and businesses become secure with their finances!
2023: Bronx Voted AltoCredit Best Financial Advisor!
AltoCredit
4348 Carpenter Ave
(844) 258-6273 – altocredit.com
Altocredit stands as the foremost financial advisor in the Bronx, committed to empowering individuals with personalized credit solutions. With a one-on-one consultation approach, Altocredit ensures that clients receive tailored guidance from credit professionals. The inclusion of personalized dispute letters, conveniently provided copies, and a downloadable mobile app allows clients to stay connected on the go. Altocredit goes beyond the conventional by offering a custom action plan designed to improve credit health. The team of professional credit advisors leverages innovative AI-powered dispute strategies, incorporating ChatGPT to navigate challenges effectively. At Altocredit, the focus is on advocating for clients, striving to remove unverifiable items from credit histories and fortifying financial profiles. Take control of your finances with Altocredit—the trusted partner for personalized and effective credit solutions in the Bronx.
2022: The Bronx Voted Polanco Wealth Strategies Best Financial Advisor!
Polanco Wealth Strategies
3515 E Tremont Ave 1st Floor
(917) 564-9427
“Everyone has an income but only a few use it to create wealth.” This is Polanco Wealth Strategies’ motto! Why not put some of that rainy day fund into the competent hands of these excellent financial planners? Call for a consultation or pay a visit to the friendly faces at their office on W Burnside Ave. Don’t forget to donate to charity and share some of your wealth with friends and family after you make it big!