Founded in 1989, Midwood Financial Services, Inc. is a New York-based, SEC-registered investment advisory firm. The company operates as an independent wealth management firm, emphasizing a client-centric approach to provide personalized financial planning and discretionary investment management. Their mission is to offer objective, unbiased advice and tailored strategies to help clients, primarily high-net-worth individuals and families, achieve their long-term financial goals.

Founded in

United States