Schupak Financial Advisors is a New York-based independent, fee-only Registered Investment Advisory (RIA) firm. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. The firm specializes in providing comprehensive and customized financial planning and investment management for individuals, families, and business owners. Their services are built around a personalized approach to help clients define and pursue their financial goals, including retirement, estate, tax, and insurance planning.

Founded in

United States