Financial Advisors
Brooklyn, NY
Cobblestone Wealth Advisors is an independent financial advisory firm based in Brooklyn serving clients throughout the New York area. They provide comprehensive wealth management, financial planning, and investment advisory services tailored to individual and family financial goals. Their team combines accounting expertise with financial consulting to deliver integrated wealth solutions.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth management, business owners needing integrated financial and accounting services
Service area: Brooklyn, NY and surrounding New York area
Independent Advisory Firm: Operates as an independent wealth advisor rather than a large corporate firm, allowing for personalized service and client-focused recommendations.
Integrated Accounting & Finance Services: Combines accounting expertise with wealth management to provide holistic financial planning and tax-efficient strategies.
Address: 8119 7th Ave, Brooklyn, NY 11228
Phone: (718) 633-9500
Website: cobblestonewealthadvisors.com
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