Welsh Financial & Accounting Services, LLC is a reputable and experienced financial advisor firm headquartered in New York City. With over 15 years in business, the firm offers a comprehensive range of financial services, including financial planning, investment management, tax planning and preparation, accounting and bookkeeping, retirement planning, and estate planning. These services are personalized and customized to meet the unique needs of each client, whether they are individuals, families, small businesses, corporations, or non-profit organizations. The team at Welsh Financial & Accounting Services, LLC is dedicated to helping clients achieve their financial goals and maximize their wealth.
The founder, James Welsh, has over two decades of experience in the financial industry and is a certified financial planner (CFP) and a certified public accountant (CPA). The firm follows a fee-based compensation model, aligning their interests with their clients' and ensuring a focus on maximizing their clients' wealth. As a registered investment advisor, Welsh Financial & Accounting Services, LLC is held to a fiduciary standard and has a clean disciplinary record, giving clients peace of mind knowing their best interests are being prioritized. Overall, Welsh Financial & Accounting Services, LLC is a top choice for individuals and businesses looking for expert financial guidance to help them achieve their financial goals.
COBALT FINANCIAL PARTNERS LLC is a highly respected financial advisory firm that has been in business since 2007. With $1.2 billion in assets under management, the firm has a team of 15 experienced advisors who offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance services. What sets COBALT FINANCIAL PARTNERS LLC apart is their focus on building and maintaining long-term relationships with clients, providing personalized and strategic advice based on their unique needs and goals.
Transparency and ethical guidance are at the core of the firm’s values, as they constantly adapt to the ever-changing financial landscape to provide the best services to their clients. The firm caters to a diverse range of clients, including high-net-worth individuals, families, and business owners, and charges a fee based on a percentage of assets under management. As a clean compliance record with no disciplinary actions or legal issues, COBALT FINANCIAL PARTNERS LLC is a trusted partner for those seeking expert financial advice without excessive self-promotion.