Access Financial Partners is an SEC Registered Investment Adviser based in New York. The firm was founded to provide clients with a comprehensive and client-centric approach to financial planning and wealth management. Their mission is to help clients build, manage, and preserve their wealth through personalized strategies that encompass investment management, retirement planning, estate planning, and risk management. As an independent firm, they emphasize their ability to offer objective advice and access to a wide range of financial products and services tailored to individual client needs.

Founded in

United States