Find the Certified Financial Planner™
Who's right for you.

Robert Wander, CFP®

Wander Financial Services

270 Madison Ave
Suite 1501
New York, NY 10016-0601
Phone: (646) 435-6327
Fax: (646) 219-7766

Household Income Minimum: $250,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.