New York Financial Advisory Group

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.

 

Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

About Us

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.

 

Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Our Team

Lee Shulman

Senior Vice President / Private Client Group, Financial Advisor

Hany Farag

First Vice President / Wealth Management, Financial Advisor

Office Information

You can get in touch with us directly calling our phone number (212) 940-6994 or dropping us an e-mail lshulman@janney.com.