Boenning & Scattergood: Your NYC Financial and Wealth Management Advisor

Boenning & Scattergood Introduce

Introduction / Overview

In New York City, where financial matters can be as complex and fast-paced as the city itself, having a trusted partner to guide your financial journey is essential. Boenning & Scattergood, a long-standing financial services firm, provides a comprehensive suite of wealth management and financial planning services. While the information provided may categorize them broadly as an "attorney," their services are firmly rooted in the financial sector, offering expert advice on wealth management, investment planning, and estate and tax strategies. For New Yorkers looking to build, preserve, and transfer their wealth, the firm provides a holistic approach that goes beyond simple investment advice. They are dedicated to understanding each client's unique financial picture and long-term goals, creating a partnership built on trust and a commitment to helping clients achieve their financial legacies.

Boenning & Scattergood has a long history in the financial services industry, boasting over a century of experience. This longevity speaks to a commitment to integrity, expertise, and a client-focused approach. The firm seamlessly merges the strengths of a regional boutique firm with the extensive resources of a larger organization, giving them the nimbleness to respond to market opportunities while offering a comprehensive range of solutions. Their team of financial advisors is dedicated to providing sound and sensible guidance, empowering clients to make informed decisions about their financial futures. This combination of a rich history, a client-first philosophy, and a broad range of services makes them a valuable resource for anyone in the New York metropolitan area looking for professional financial guidance.

Location and Accessibility

Boenning & Scattergood’s New York office is strategically located in the heart of Midtown Manhattan, a major financial and business hub. The address is 708 3rd Ave #6, New York, NY 10017, USA. This location offers exceptional convenience and accessibility for clients from all over the city and the wider metropolitan area. Its proximity to Grand Central Terminal means it is a short walk from major subway lines (including the 4, 5, 6, 7, and S trains) and Metro-North commuter rail lines. This makes it a straightforward journey for both city residents and those traveling in from the suburbs, simplifying the process of attending important meetings.

For those who prefer to drive, paid street parking is available in the vicinity, though public transportation is often the most efficient way to navigate this busy part of the city. The office is located in a professional building, which provides a comfortable and discreet environment for sensitive financial discussions. A restroom is available for the convenience of clients. While specific details on physical accessibility are not provided, commercial buildings in this area typically offer standard amenities for public access. The central location in a world-renowned city like New York reflects the firm’s prominent standing and makes it a convenient meeting point for clients with busy schedules.

Services Offered

Boenning & Scattergood provides a comprehensive suite of financial planning and wealth management services. Their offerings are designed to address a variety of financial needs, from long-term investment strategies to personal financial planning.

Financial Planning: Guiding clients through the process of creating a holistic financial plan that addresses their personal and professional goals, including managing income, expenses, and savings.
Investment Management: Providing tailored investment solutions and strategies, including portfolio management, to help clients grow their wealth over time.
Retirement Planning: Assisting clients in planning for a secure and comfortable retirement, including managing retirement accounts and developing a long-term retirement income strategy.
Tax Planning: Offering strategies to minimize tax liability and maximize financial efficiency, a crucial component of comprehensive wealth management.
Estate Planning: Advising on estate planning strategies, including charitable giving and wealth transfer, to ensure a client's legacy is preserved and their wishes are honored.
Private Wealth Management: Providing personalized and comprehensive wealth management strategies for high-net-worth individuals and families.
Business Succession Planning: Assisting business owners with creating a plan to transition their business, ensuring a smooth and successful transfer of ownership.
Asset Valuation: Providing expert analysis for valuing assets, a critical service for both business and personal financial planning.

Features / Highlights

Boenning & Scattergood is a distinguished financial services firm in New York due to several key features that benefit its clients.

Comprehensive Financial Services: The firm's offerings cover a wide spectrum of financial needs, from day-to-day financial planning to complex tax and estate strategies, providing a one-stop shop for clients.
Long-Standing History and Experience: With over 110 years in the financial services industry, the firm brings a wealth of institutional knowledge and a proven track record of helping clients build and secure their financial legacies.
Client-Focused Approach: The firm’s core philosophy is a commitment to trust, transparency, and building lasting relationships. They are dedicated to understanding each client's unique needs and goals.
Boutique Service with Extensive Resources: Boenning & Scattergood offers the personalized attention of a boutique firm while providing access to the broad resources and capabilities of a major financial services organization.
Central NYC Location: Situated in a prime Midtown Manhattan location, the office is easily accessible and provides a professional and convenient setting for client meetings.

Contact Information

To learn more about how Boenning & Scattergood can assist with your financial planning and wealth management needs, you can contact their New York office.

Address: 708 3rd Ave #6, New York, NY 10017, USA

Phone: (212) 209-3903

For a focused consultation, it is recommended to call and schedule an appointment to ensure a financial advisor is available to provide you with a detailed discussion of your goals.

What is worth choosing

In a market saturated with financial advisors and planners, choosing the right partner is a decision that impacts one's future for years to come. Boenning & Scattergood is a compelling choice for New Yorkers for a number of reasons. Firstly, their longevity in the financial services industry, spanning over a century, is a powerful testament to their stability and expertise. This is not a new firm; it's an established institution that has navigated various economic cycles, providing a sense of security for clients. This experience allows them to provide bold and straightforward financial advice that is grounded in a deep understanding of the market.

Furthermore, their approach is comprehensive and holistic. They don't just focus on a single aspect like investments; they offer a full suite of services, including tax planning, estate planning, and retirement planning. This integrated approach ensures that every part of a client's financial life is considered and aligned with their overall goals. This is particularly beneficial in a complex financial landscape like New York, where multiple elements of a person’s financial life are often intertwined. They offer the personalized attention of a smaller, regional firm but back it up with the resources and capabilities typically found at a much larger national organization. For New Yorkers seeking a trusted partner to help them navigate the complexities of wealth management and secure their financial future, Boenning & Scattergood offers a rare and valuable combination of tradition, expertise, and personalized service.