A Note From The Founder
A Note From The Founder
A Note From The Founder
Have you ever noticed that financial advisors' brochures and websites offer the same
language and services? They often provide comprehensive financial planning, objective
financial planning, and overall financial planning. I am making this observation not to criticize, however after consulting financial advisors for the past 10 years, I decided
to open Vineyard Financial NYC because I believe I can offer something distinctly different.
At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet
your needs and aspirations. Our goal is to help ensure the overall stability of your life while
providing ways and flexibility for you to achieve your goals.
When we say tailored, we mean that we have access to various types of investments,
such as institutional investments, private equity investments, and traditional investments.
We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.
We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.
So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon
your current position, give us a call or send us an email. We’d love to speak with you.
-Wes
Wesley Ford
Founder-Financial Advisor
201-637-4546
wes.ford@vineyardfinancialnyc.com
Have you ever noticed that financial advisors' brochures and websites offer the same language and services? They often provide comprehensive financial planning, objective financial planning, and overall financial planning. I am making this observation not to criticize, however after consulting financial advisors for the past 10 years, I decided to open Vineyard Financial NYC because I believe I can offer something distinctly different.
At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet your needs and aspirations. Our goal is to ensure the overall stability of your life while providing ways and flexibility for you to achieve your goals.
When we say tailored, we mean that we have access to various types of investments, such as institutional investments, private equity investments, and traditional investments.
We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.
We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.
So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon your current position, give us a call or send us an email. We’d love to speak with you.
-Wes
Wesley Ford
Founder-Financial Advisor
201-637-4546
wes.ford@vineyardfinancialnyc.com
Have you ever noticed that financial advisors' brochures and websites offer the same language and services? They often provide comprehensive financial planning, objective financial planning, and overall financial planning. I am making this observation not to criticize, however after consulting financial advisors for the past 10 years, I decided to open Vineyard Financial NYC because I believe I can offer something distinctly different.
At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet your needs and aspirations. Our goal is to ensure the overall stability of your life while providing ways and flexibility for you to achieve your goals.
When we say tailored, we mean that we have access to various types of investments, such as institutional investments, private equity investments, and traditional investments. We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.
We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.
So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon your current position, give us a call or send us an email. We’d love to speak with you.
-Wes
Wesley Ford
Founder-Financial Advisor
201-637-4546
wes.ford@vineyardfinancialnyc.com
Ready to shape your financial future?
Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!
Ready to shape your financial future?
Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!
Ready to shape your financial future?
Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!