We are a fee only financial planning firm and Registered Investment Adviser in the State of New York. We do not sell any products ¿ our only interest is in your success.

General Info

Michael Terry, CFP is founding principal of Michael Terry Planning, LLC, a Fee-Only financial planning and Registered Investment Advisory Firm servicing the five boroughs and Westcher County. The firm specializes in providing hourly, as-needed financial planning and advice to people from all walks of life, as well as asset management, retirement planning and college planning. Michael Terry Planning, LLC is part of the Garrett Planning Network, a nationwide network of fee only planners. Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed. Michael Terry Planning, LLC works solely for our clients with no third party agendas to influence his recommendations. Our focus is purely on the needs and risk tolerances of our clients. We offer flexible, needs-based services. Our clients can select the program that makes sense to them, whether it is ongoing asset management and comprehensive services (typically the program selected by clients with a sizeable asset base) offered on a retainer basis or a percentages of assets under management, or one-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) provided at reasonable hourly rates. Our programs are flexible and can be custom tailored.

Hours

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Contact Info

Phone:

Main - 718-898-0871

Address:

Link:

www.michaelterryplanning.com

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Categories

Financial Planning Consultants, Investment Advisory Service