10 Grand Central 155 E 44th Street
12 th FL
New York City,
__Who We Are
A relentless team of experts advocating for our clients, full of laughter and all about family and friends!
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
How it all began
Three men and a wife. It all started back in 2008.
Edward and Burak had a vision and although they
didn't realize it was the same, they dreamt of a full service financial planning firm. Already successful on their own, they still wanted to build something more meaningful. So they recruited other talented advisors to join forces with, which naturally lead them to Ilyas! Behind all great men is a great woman, Edward's wife started a new career and joined the team. Fast forward over ten years, 7 advisors later, an operations team and the full service firm they envisioned, here we are!
Learn more about us
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What motivates us?
Family. Ours and yours.
Who is all this for but the ones we love whether it be
family, friends or any loved ones in our life. We are all about family
We have a social responsibility to use our knowledge
to educate others on financial literacy and all matters
related to managing money.
We love working together, good days and bad.
As the saying goes, "No man is an island."