Dynamic Wealth Strategies, Inc.

Dynamic Wealth Strategies, Inc.

Financial Services

New York, NY 366 followers

We develop innovative, dynamic and diverse financial plans for innovative, dynamic and diverse people.

About us

Come on in and see what it’s like to work with people just like you. We created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm: *We actively seek to engage to broad range of people in our community. *We offer a diverse range of solutions which allows us to independently develop the types of financial plans our clients want and need. *We ensure we have the time for clients to fully engage with us about their needs – and our engagement extends beyond just the time we spending together during appointments. *We embrace new technologies for communication and community. *We value authenticity. Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), MemberFINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities.

Industry
Financial Services
Company size
2-10 employees
Headquarters
New York, NY
Type
Privately Held
Specialties
retirement income planning, financial advisory, wealth management, retirement planning, fee-based wealth management, life insurance, annuities, financial services, and investment advice

Locations

Employees at Dynamic Wealth Strategies, Inc.

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