Get a Complimentary Second Opinion by a Financial Advisor

Our Certified Financial Planners and financial advisors offer complimentary second opinion services to give you the peace of mind needed to confidently navigate investment and tax planning strategies. You ask for a second opinion at the doctors. Why not do the same for your finances? Let’s help you align your finances with your life goals. Schedule a second opinion today.

Amir’s Anecdote

I once did a complimentary review for a senior citizen, and her advisor was listed as the beneficiary for her account! Talk about malpractice! If you want me to give you a second opinion, I’ll gladly give it. But, know that if you don’t like it, I’m totally good either way. I’m just trying to help you out.

As Featured In

A Second Opinion. A Second Chance at Success.

What’s Included in Our Financial Advisor Second Opinions

If you’re working with a current financial advisor that you’re not satisfied with…

Looking for a fresh perspective on your investments, or curious to change things up a bit, a second opinion can help.

You’ll work with our knowledgeable and friendly Certified Financial Professionals® (CFP®) and IRS Enrolled Agents (EA) with decades of experience.

You’re under no obligation to continue after your consultation. That’s right: our second opinion services are complimentary and risk-free. But, if you want to continue the conversation, you’re more than welcome to do so. It’s up to you!

Investment Portfolio Analysis

Our investment review team identifies your risk score and presents you with a comparison of your current investment allocation as it stands versus your dream allocation/ investment. We also provide resources and educate you on how to make changes that better serve your financial needs and life goals.

Reviewing Your Taxes

Together, we’ll analyze your recent tax return and unearth potential opportunities based on your previous filing. Examples include tax-efficient investment recommendations, high-net-worth wealth management-building strategies, and opportunities to maximize charitable giving.

N Financial No-Fools, No-Frills Review

At the end of our analysis, we’ll provide you with a comprehensive report we like to call your “Personal N Financial Scorecard.” This report provides a snapshot overview of your net worth and helps you track your financial progress as you move forward.

N Number of Financial Plans. N Number of Ways to Thrive

Why Choose N Financial Plans?

Comprehensive Wealth & Risk Management

N Financial Plans offers a total wealth management experience including portfolio management, comprehensive financial planning, retirement planning, tax preparation and filing, and financial planning for businesses. Our team of Certified Financial Planners® (CFP®) and Enrolled Agents (EA), our network of trusted CPAs, and our attorneys can guide you through every aspect of your financials, so you can achieve luminous financial freedom.

Fee-Only Financial Planning For the Win

We choose fee-only pricing over commissions and kickbacks. With our flat-fee-only investment and wealth management, you pay one flat fee for our entire suite of investment planning services. No corporate bureaucracy just honest, friendly, and dependable investment advice.

A Fiduciary-Informed Objective Approach

Since we’re compensated solely by clients and not by referral fees, kickbacks, commissions, or product sales, we take a client-centered approach, ensuring a partnership founded upon trust and transparency. We believe that comprehensive investment management should be holistic to help your investments work in your favor.

Extensive Financial Expertise By Certified Professionals

As both a Certified Financial Planner® and Enrolled Agent (the highest credential offered by the U.S. Department of Treasury), our team brings rock-solid high-net-worth investing strategies for wealth management. With more 20 years of experience in investment planning, our multilingual team works with clients across the globe to help them achieve financial freedom. We’ll show you N financial ways that you and your money can flourish.

Simplifying Complex Financial Processes

Our 3-Step Approach

Schedule a Complimentary Consultation

During your initial complimentary consultation, we’ll get to know you, your financial goals, your values, and your aspirations for the road ahead. We’ll explain what we can do to help you reach your financial goals.

Receive Honest Financial Advice

We’ll look at your current plan and propose an alternative, new plan that considers your current financial situation. We’ll look at your assets, investments, tax implications, estate planning needs, and other wealth management investments.

Make a Plan Reach Your Goals

With an established plan on hand, we’ll compare your previous plan and your current plan. You’ll have the opportunity to choose your next steps knowing you’re on track to achieve your financial goals.

N Financial By the Numbers

99.8%

99.8% confidence rating that you’ll smile while in meetings with our Certified Financial Planners (CFP®) who promised their spouses to tell fewer jokes at home.

~20

17+ years of experience (Infinite experience if you account for parallel dimensions)

$300M

Million assets under management (AUM)

Zero commissions accepted

Opinions People Have About Us

As part of our commitment and dedication to our customers, we like to hear your opinion of us. Hear what others have said about our second opinion financial advisement services.

It’s on the House…Really!

Kick Off Your Free Financial Planning Conversation

Schedule a complimentary financial planning consultation with our Certified Financial Planners and Enrolled Agents to get the ball rolling on your financial goals. Please fill out the form, or call to get started.

Monday to Friday 9:30AM – 4 PM

By Appointment Only (But, if the stock market is open, we’re open.)

(631) 629-1794

179 New York Avenue, 2nd Floor Huntington, NY 11743

[email protected]