Reffsin & Financial

CONSULTANTS

Welcome to Reffsin Financial. We are a financial consultancy located in New York, NY.

GLAD TO MEET YOU

About Us

We specialize in providing comprehensive financial planning for individuals, couples, and families in all stages of life, planned or unexpected. We frequently work with women in transition, whether they are going through a divorce, have become widowed, or are experiencing a career change. We collaborate with you to establish key objectives and take the appropriate action steps in pursuit of financial independence.

Mission

Our goal is to build and manage assets and plan for your future. We help you formalize and prioritize your goals, evaluate your entire financial picture, and develop a customized financial plan designed to guide you toward your objectives.

Vision

Throughout life, we’re faced with new circumstances, needs, decisions, and concerns. We can help you navigate the many milestones as you expand your family, change careers, and experience significant transitions in life.

WE'D LIKE TO HELP

Consulting Services

BUSINESS
Growth Strategy

Financial planning identifies your financial goals and we create a roadmap to achieve them. We formalize your goals, evaluate your financial picture, and develop a financial plan designed just for you.

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FINANCIAL PLANNING
Investment Management

We build a diversified investment portfolio that complements your concerns. After our discovery phase, we develop a diversified portfolio that emphasies our risk management expertise.

COACHING
Performance Improvement

A diversified portfolio spreads risk throughout so investments that do poorly may be balanced by others that do relatively better. Neither diversification nor rebalancing can ensure a profit or protect against a loss.

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GET IN TOUCH

Contact Us

We'd love to hear from you
OUR ADDRESS

4 Executive Boulevard
Suffern, NY 10901
shar.reffsin@oraziofinancial.com

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