Flores Wealth Planning LLC is a fee-only financial planning firm in New York, NY, offering personalized comprehensive financial planning services and investment management. With over 20 years of experience, Arthur Flores, a Certified Financial Planner professional, is dedicated to providing objective and unbiased advice to help clients save, grow, and protect their assets.
They take a personal approach to financial planning, crafting skillful and precise financial plans that cover various areas of clients' financial lives, such as retirement, investment, education, insurance, debt management, and estate planning. As a fiduciary, Flores Wealth Planning puts clients first, providing objective advice with their best interests at heart. They offer a modern and accessible approach, utilizing state-of-the-art financial planning and communication tools to efficiently and securely bring information to clients. With a focus on a holistic approach, they prioritize understanding clients' goals, fears, and financial resources to ensure alignment with their financial plan.
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