Broker Check

Professional Financial Services

Here at Bay Ridge Financial Group, we strive to educate our clients and customize a financial plan using detailed financial strategies to address your specific family and business needs.

We aim to separate ourselves from the competition and lead by example using common sense, healthy financial habits. Successful people need solid professionals to educate them in areas not of their expertise. This can help to ensure for a planned and comfortable future with options.

Our wealth management advisors bring value to the client through training, service and objective advice in times of need. We want your experience with our professional financial services and team to be a trustworthy and helpful one.

We believe a successful financial future requires:

  • Patience for your planning
  • Discipline of investing
  • Fine-tuned guidance allowing you to excel in a successful, rewarding way

The approach of our financial advisors and team as a whole has helped multiple clients from various walks of life to overcome different obstacles and pursue their financial goals. We add substantial value by implementing tax strategies and working closely with CPA's/accountants.

We also provide educational advice to the public regardless of your allegiance with Bay Ridge Financial Group. Aside from our financial planning services, we aim to also provide many free and helpful resources that should be found invaluable.

Our advisors bridge the gap to shop effectively for:

  • Accountants
  • Lawyers
  • Property & Casualty Insurance Coverage
  • Estate Planning

Bay Ridge Financial Group proudly aims to deliver to our clients the best value for their money.

We seek to provide outstanding, quality advice and service at extremely competitive costs.

Please contact us today to schedule a complimentary, no-obligation consultation and see how our New York based financial services team can help you reach your financial goals.