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Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast
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Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast
350 Motor Parkway suite 300, Hauppauge, NY 11788, USA
Yes
Yes
SUNY at Stony Brook, B.S, Business Management; Finance
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I’ve worked with Amir for over 5 years so far and felt a sense of trust and comfort immediately in the very overwhelming (to me) world of finances. He takes the time to answer any questions or address any concerns even if they were previously discussed time after time. One of the most valuable things Amir provides me is the learning experience. I find power in knowledge, and even though I use his service to assist in my financial planning, it is calming to know some of the logistics and leads to even more appreciation of what he does for me. If you’re looking for someone relatable, who will simplify things to help you learn and communicate in the world of finances, and who genuinely wants the best for you and your future, I can’t recommend Amir enough!
I’ve been working with Amir for a few years now. Amir provided immense value within five minutes of our first meeting and continues to do so. He is able to understand my family’s priorities and translate them into actionable next steps. Since we began working together, I’ve not only cleaned up my finances, but my mindset around money has shifted dramatically for the better. I now feel like an earlier retirement, more savings, and more ease of daily life (with treats, vacations, and splurges!) is possible — versus a total scarcity/deprivation mindset that made money very stressful and made me prone to avoiding dealing with it all together. Thanks, Amir!
Everything in the review is accurate, however the reviewer is my spouse. I did act as her advisor prior to us getting married.
Most advisors we worked with previously were hands off and did not really reach out to us. After the initial sit down, that was essentially it.
Amir was opposite. He reached out when he noticed our portfolio was underperforming and its been the best match since (when he wasn’t even our advisor at that time but working with the person who was). He truly wants to you know and each and everything he asks you to consider. He will never push products on you but will also challenge you to be better about meeting financial goals. Those qualities and his willingness to work with you on a consistent basis is what separate him apart.
What I truly like best about Amir is truly cares about you and your family. He will take all those factors into consideration when saying if we are on track, need to do more, or if needed, do less. He also is willing to help us understand things we may read online about various products or ways to manage our funds. He will take the time to read it and help you understand what it really means, either agreeing or showing you why it might not work for you specficially.
All in all, we know, where ever goes, we go!
Amir’s domain knowledge across investment management, insurance and estate planning makes him such a valuable partner for so many of life’s decisions. And for certain situations where he didn’t have specific domain knowledge, Amir was still able to help us by leveraging his network and connecting us with other first-class professionals.
Amir is willing to get into the nitty gritty details with me, but also provides the succinct high-level view for my partner. His willingness and ability to adapt to each of our personal styles has been incredibly valuable. He really goes above and beyond to make sure we both feel confident in our decision-making.
Amir has been my financial advisor for about 2 years. He’s been an incredible partner in navigating difficult situations regarding both my small business and my personal finances. Amir has given me so much confidence in my ability to control my financial future and obtain financial security. He has taught me how to build better financial habits, he has kept me accountable towards making those habits stick, and he has provided so much wisdom on how to manage my complete financial picture outside of a stock and bond portfolio. His patience and willingness to get down on my level and mold himself to my situation makes it so easy to work with him. I feel like my finances are no longer scary and I’m prepared for the future and whatever it may bring.
I’ve been working with Amir for a year and it’s been one of the best financial decisions I’ve ever made. I have a complicated revenue stream and Amir has been incredibly helpful to ensure my finances and investments were optimized. Highly recommend to any young professional.
I recently started working with Amir as my financial advisor, and I have been extremely impressed with his professionalism, knowledge, and overall approach to financial planning. Amir takes the time to really understand my financial goals and works with me to create a personalized plan to help me achieve them. He is always available to answer any questions I have and provides clear and concise explanations for everything.
In addition, Amir is always looking for ways to optimize my financial portfolio and maximize my returns. I highly recommend Amir to anyone looking for a knowledgeable, reliable financial advisor.
Amir helped me invest a solid chunk of my savings when I didn’t know what to do with them. Since then, he has advised me on the most intelligent ways to use my income and savings so that when the time comes I can retire very comfortably.
More importantly, he is extremely kind and friendly, the type of person who gets along with everyone. He sees his clients more as people and not just as clients, which I find to be very nice and a refreshing change of pace.
I highly recommend getting in touch with Amir for the betterment of your financial future. Not only is he a good friend, but he’s a great advisor too.
Amir is professional, knowledgeable and helpful. I have been using him for years and I HIGHLY recommend him for your financial advisor needs. He is a fiduciary, so you know he has your best interests in mind.
I work in entertainment and know negative zero about math and finance and the things you need to ensure a secure, prolific future. Amir has been extremely patient, thoughtful, and gracious in the way he’s helped me clean up my bookkeeping and build towards the financial goals I have. I highly recommend working with him, he’s made finances less scary for me!
Amir is really intentional, and I would say I’m not the easiest client to work with. He’s been patient with me and calls me out on my BS. I appreciate the accountability, and I’m seeing progress behind some of my blind spots with my financial accountability. I would highly recommend Amir because I know he will look after my long-term goals vs. my short-term spur-of-the-moment thinking.
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