The M Group - 6462299612

Welcome to The M Group in New York City!

When you walk into The M Group at 733 3rd Ave #2708, New York, NY 10017, you’ll immediately feel the warm atmosphere and welcoming staff that sets us apart. We’re a private and independent firm that specializes in comprehensive financial planning, retirement planning, and corporate planning. Our experienced advisors can help you with everything from tax planning to estate planning.

Experienced Financial Advice

At The M Group, we partner with you to meet your financial goals. Our team of experts have decades of experience and the full range of financial knowledge to craft personalized plans for you. Our advisors have extensive backgrounds in:

Retirement Advice and Planning

We’ll help you create a retirement plan that’s tailored to your individual needs. We’ll work with you to build an investment portfolio that fits your retirement goals and risk profile. We use only the latest strategies to ensure your retirement plan is up-to-date.

Financial Planning

We understand that financial planning is a journey, which is why we provide ongoing financial education and advice. We can help you understand how to make smart investments, how taxes can affect your retirement, and how to reduce risk with diversification.

Investment Strategies

We’ll work with you to develop a customized investment strategy that takes into account your goals, risk tolerance, and personal timeline. We analyze your current situation and develop a plan that keeps you adequately funded throughout your retirement years.

Committed to Your Financial Success

At The M Group, we’re committed to helping you reach your financial goals. We understand that finding the right financial advisor can be daunting, which is why we take a comprehensive approach. Our advisors will walk you through every step of the process, so you can focus on what matters most. If you’re looking for a financial advisor in New York City, trust the team at The M Group. We have been helping individuals and businesses reach their goals for years. Contact us today at 6462299612 to schedule a free consultation.