Financial Decisions, Llc
A premier Wealth Management firm located in New York City, Financial Decisions is a comprehensive financial planning and wealth management firm that helps high-net-worth individuals and businesses achieve their financial objectives. Experience, passion and trust are inherent in everything we do. So is an unyielding desire to deliver what we promise — and then some. Whether it’s helping you plan for retirement or analyzing your portfolio. After nearly three decades, our commitment to excellence remains the cornerstone of our practice.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- TT
Tolen Teigen
Chief Investment Officer · Finance & Accounting
EmailPhone - JJ
Joshua Jones
Operations Associate · Operations
EmailPhone - GV
Gabriela Villar
Senior Financial Planner Associate · Other
EmailPhone - LS
Linda Schoenthaler
President · General Business & Management
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Financial Decisions, Llc
5 distinct titles indexed · top 5 shown.
- 1chief investment officer
- 1intern
- 1operations associate
- 1president
- 1senior financial planner associate
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