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Financial Planning Consultants in Paramus

Brian Malloy

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45 Rockefeller Plaza, Floor 5, New York, NY

212-549-5476

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Brian Malloy

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45 Rockefeller Plaza, Floor 5, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Todd W. Ives, CFP®, CEPA®, CRPC™

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45 Rockefeller Plaza, New York, NY

212-516-6014

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Todd W. Ives, CFP®, CEPA®, CRPC™

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45 Rockefeller Plaza, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Timothy Deygoo

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45 Rockefeller Plaza, 5th Floor, New York, NY

332-263-9014

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Timothy Deygoo

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45 Rockefeller Plaza, 5th Floor, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Thomas Livaccari, CFP®, CRPC™

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45 Rockefeller Plaza, New York, NY

212-516-6013

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Thomas Livaccari, CFP®, CRPC™

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45 Rockefeller Plaza, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Shaun Van Vliet

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45 Rockefeller Plaza, 5th Floor, New York, NY

332-263-9011

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Shaun Van Vliet

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45 Rockefeller Plaza, 5th Floor, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Scott Rosenblum

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45 Rockefeller Plaza, Floor 5, New York, NY

212-516-6021

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Scott Rosenblum

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45 Rockefeller Plaza, Floor 5, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Schuyler Perry

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45 Rockefeller Plaza, 5th Floor, New York, NY

332-263-9013

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Schuyler Perry

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45 Rockefeller Plaza, 5th Floor, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Larry Rothenberg

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45 Rockefeller Plaza, 5th Floor, New York, NY

332-263-9010

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Larry Rothenberg

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45 Rockefeller Plaza, 5th Floor, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Kenneth J. Shapiro, CRPCâ„¢

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45 Rockefeller Plaza, New York, NY

212-516-6011

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Kenneth J. Shapiro, CRPCâ„¢

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45 Rockefeller Plaza, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Emily Kramer Rubin, CFP®, CEPA®, CRPC™, CIMA®

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45 Rockefeller Plaza, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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David Farber

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45 Rockefeller Plaza, 5th Floor, New York, NY

332-263-9012

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David Farber

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45 Rockefeller Plaza, 5th Floor, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Gino L. Pace

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45 Rockefeller Plaza, Floor 5, New York, NY

212-549-5587

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Gino L. Pace

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45 Rockefeller Plaza, Floor 5, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Daniel Selcow

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45 Rockefeller Plaza, Floor 5, New York, NY

332-263-9030

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Daniel Selcow

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45 Rockefeller Plaza, Floor 5, New York, NY

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of New York, NY.

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Mariner

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590 Madison Avenue, 9th floor, New York, NY

212-457-9922

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Mariner

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590 Madison Avenue, 9th floor, New York, NY

Access to a wealth of knowledge and solutions.

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Mercer Advisors - New York

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767 Third Avenue, 37th Floor, New York, NY

Schedule a Free Consultation

Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families. We put multiple wealth drivers to work: We don't rely... Read More about Mercer Advisors - New York

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Equitable Advisors

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1290 Avenue of the Americas, 4th Fl, New York, NY

212-541-1844

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Equitable Advisors

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1290 Avenue of the Americas, 4th Fl, New York, NY

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Equitable

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1345 Avenue of the Americas, 3rd Fl, New York, NY

866-444-6001

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Equitable

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1345 Avenue of the Americas, 3rd Fl, New York, NY

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable

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Kevin Carey - RBC Wealth Management Financial Advisor Verified by Yext

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1211 Avenue Of The Americas, Suite 3300, New York, NY

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Glenn Degenaars - RBC Wealth Management Financial Advisor Verified by Yext

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1211 Avenue Of The Americas, Suite 3300, New York, NY

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Jason Babb - RBC Wealth Management Financial Advisor Verified by Yext

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1211 Avenue Of The Americas, Suite 3300, New York, NY

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Daniel Soo

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860 Broadway, 5th Floor, Office 528, Office 530, New York, NY

212-913-7077

Website

Will your savings be enough in retirement?

Daniel Soo

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860 Broadway, 5th Floor, Office 528, Office 530, New York, NY

Will your savings be enough in retirement?

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Jimmy Huang

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860 Broadway, 5th Floor, Office 528, Office 530, New York, NY

212-913-1050

Website

Will your savings be enough in retirement?

Jimmy Huang

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860 Broadway, 5th Floor, Office 528, Office 530, New York, NY

Will your savings be enough in retirement?

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Kayne Anderson Rudnick

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31 W 52nd St, 16th Floor, New York, NY

800-231-7414

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Call Today

Kayne Anderson Rudnick Verified by Yext

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31 W 52nd St, 16th Floor, New York, NY

Call Today

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston and Providence and $37.0 billion in assets under management, the company... Read More about Kayne Anderson Rudnick

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Bank On Us

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1 Madison Ave, New York, NY

212-583-6514

Free Checking!

Bank On Us Verified by Yext

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1 Madison Ave, New York, NY

Free Checking!

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