Your Peace of Mind Starts Here

Reliable service from a team you can trust.

Your Future is Our Focus

Our mission is to lead every client to financial security by providing exceptional client service

Individuals

For Individuals

We specialize in highly personalized, solutions-based investment management for investors seeking stability & peace of mind. Let's work together to achieve your goals.

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Business or Business Owners

For Business

We understand the unique challenges facing businesses today and can provide the guidance you need to be successful.

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Retirement Plan Sponsors

For Retirement Plan

We can design a hassle-free retirement plan and ensure that you are getting record-keeping, fiduciary oversight, consulting, compliance, and employee education.

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Focus on cryptocurrency financial and technical services

We provide solutions for long-term investors. We stick to our guns when others chase market trends. By remaining true to our strategies, our investment solutions can work towards fulfilling our clients’ goals.

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Financial Advisory Services|NY Investment Advisors

Financial Advisory Services

we offer solutions to help you meet your goals. We won’t throw around jargon, charts, or invoices that you don’t understand. We provide consistent, reliable advice to help you reach your financial goals while educating you along the way.

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Individual Retirement Planning|NY Investment Advisors

Individual Retirement Planning

We get to know what matters most to you, establishing financial goals, and measuring your risk appetite. We weigh personal, business, and family considerations to determine how best to maximize your chances of success on your terms.

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Employee Retirement Plan Services|NY Investment Advisors

Employee Retirement Plan Services

With over 25 years of experience, our skilled advisors provide individualized services to create a retirement plan that benefits both you and your workers.

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Nonprofits and Institutions|NY Investment Advisors

Nonprofits and Institutions

We create investment strategies designed to optimize your foundation or endowment to support your efforts both now and in the future. We also offer guidance that can increase awareness of the opportunities for current and potential donors to give to your efforts.

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About NY Investment Advisors
Abotut us

A Trusted Advisor

You can trust our skilled investment advisors to help you realize your most significant financial objectives for a better future.

NY Investment Advisors was founded in 1996 with the vision of building relationships with our clients and experiencing the joys of their success. We operate as an independent financial planning firm with over 28 years of combined financial service experience. Our financial advisors provide unbiased and objective advice. We listen to what your goals and dreams are, and work with you over the years to help you achieve those goals and dreams.

Your Future Is Our Focus

Reliable service from a team you can trust.

At NY Investment Advisors, we work for people and manage money. We genuinely care about our clients and their success.

At NY Investment Advisors, we understand that analytics and thought are needed to provide the best strategy that meets your goals. We stay steady throughout market changes and design portfolios that capitalize your investments and preserve your legacy.

We pride ourselves in our transparency so you know exactly what is happening with your investment. We accomplish this with open communication and clarity when speaking with our clients.

Our team is made of financial consultants with decades of experience. We breathe life into investment portfolios and provide unique insights and strategies to ensure portfolios are personalized for success.

Expertise is Critical to Client Success|NY Investment Advisors

Expertise is Critical to Client Success

What We Do?

Our services

We are a friendly local firm based in a quiet town in a lovely county. We offer a range of services for both businesses individuals

Financial Advice & Planning

Focus on providing professional financial advice and investment solutions.

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Private Wealth Management

Advisors with extensive experience in providing strategic wealth management services.

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Portfolio Management

Provide solutions that help manage risk and increase wealth.

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Financial Planning

Financial planning is the cornerstone of financial success.

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Your Peace of Mind Starts Here

Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management.

    Individuals

  • Step 1: The First Appointment
  • Step 2: Request Client Info
  • Step 3: Write Investment Plan
  • Step 4: Start Our Relationship
  • Step 5: Ongoing Review
  • Business & Institutions

  • Step 1: The First Appointment
  • Step 2: Gather Documents
  • Step 3: Plan Analysis & Proposal
  • Step 4: Present the Plan
  • Step 5: Ongoing Governance

When you’re serious about managing your money you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs. Our duty of care and loyalty puts the clients’ best interests first.

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As long-term investors, we need to focus on an extremely important point – markets don’t wait! They are forward-looking and historically bottomed well before whatever crisis caused the decline.

– Dan Eye, CFA®

Doing the right thing, at the right time.

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Complite Projects

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Years of Experience

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Super Advisors

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Satisfied customers

Our Blog

Recent News

Our latest insights and resources on financial and investing topics

Here's Why Bitcoin Is a Better Asset to Buy and Hold Than Gold

Here's Why Bitcoin Is a Better Asset to ···

Bitcoin's(CRYPTO: BTC)price has been on an absolute tear. Sin···

18th/Mar
Bitcoin price briefly tops $69,000 for new all-time high

Bitcoin price briefly tops $69,000 for n···

The price of the world's largest cryptocurrency, Bitcoin, bri···

6th/Mar
2023 Is the Best Time to Accumulate Bitcoin, Analysis Shows

2023 Is the Best Time to Accumulate Bitc···

A recent CryptoQuant analysis suggests that this year is the best···

16th/Feb
Testimonials

What clients say

Gavin Taylor

I put in £50 at the very beginning and I've built it slowly and steadily over time... I know loads of people who have done exciting things with their investments, but for me, it's part of my pension plan.

Franklin Miller

I invested around $30,000 in the beginning of August 2017 after a thorough research and understanding of the blockchain mechanism. Then there was a huge leap in its values. In two weeks, I made a profit of around $9,000 which I withdrew , and later invested another $10,000.

Kingsley Johnson

I think at no point in human history have people in their 20s had such an opportunity to invest in such high-growth assets. It's like a rebellion to traditional finance. You don't need centralized banks to send money—you have these great pieces of tech send money for you through cryptography. So unlike banks, it's faster, cheaper, and more secure.

Jesse Rodriguez

I made millions by cryptocurrency invest. I can work on the things I want to each day, and answer only to myself. Still holding.