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Our business is built on a foundation of thoughtful client Gotham Financial Services is a financial services firm working in financial planning*, investment advisory services* and group employee benefits. We provide objective, unbiased advice to individuals, families and businesses from all walks of life. We can provide you with a complete financial plan or assistance on specific topics, such as cash flow, mortgages, insurance, investments*, college funding, retirement planning, tax strategies, and estate planning. relationships.
Gotham Financial Services was founded on the belief that quality, objective retirement planning and advice should be available to everyone. Managing your finances today, let alone planning for what tomorrow may bring, doesn’t happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for an independent financial future, but have placed it on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden. We have expertise in many facets of financial planning, from retirement / transition planning to investment management to insurance planning. Whether your reason for wanting professional assistance is lack of time, knowledge, interest, or temperament, we can advise you. And, whether you’re an individual, a family, or represent a trust or small business, we can help you manage — and take control of — your financial life.We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.