Source Financial is an independent wealth management firm based in Uniondale, New York. The firm specializes in delivering integrated and personalized financial services, including holistic financial planning, investment management, insurance solutions, and corporate retirement plans. They focus on serving high-net-worth individuals, families, and business owners. The company operates as a member firm of Kestra Private Wealth Services, LLC, with securities offered through Kestra Investment Services, LLC (member FINRA/SIPC) and advisory services through Kestra Advisory Services, LLC.

Founded in

Australia