Financial Advisor NYC – Certified Planning Services by GTA Accounting Group

Achieve Clarity, Control & Confidence in Your Financial Future‍
Whether you’re planning for retirement, growing your wealth, or managing a business, sound financial planning is essential. At GTA Accounting Group, we offer expert financial planning services in NYC, backed by CPA-level insight, fiduciary responsibility, and a client-first approach. From individuals to entrepreneurs, our team of certified financial advisors in New York is here to guide you every step of the way.

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Financial Planning Services

Financial Planning Tailored for New Yorkers

New York’s financial landscape is dynamic, and so is our approach. Our firm provides personalised financial strategies designed to reflect your goals, risk tolerance, and tax profile. Whether you’re looking for a fee-only financial planner, an independent financial advisor, or complete CPA-backed advisory, we deliver results that align with your vision.

Financial Planning

Why Choose GTA Accounting Group for Financial Planning in New York?

At GTA Accounting Group, we’re more than just accountants — we’re your partners in financial growth. As a CPA firm in New York, we provide comprehensive, CPA-backed financial planning services tailored to individuals, families, and business owners.

Whether you need a personal financial advisor to manage your wealth or a financial planner in NYC to guide your business strategy, our licensed professionals deliver personalised, actionable plans rooted in tax-smart strategies and long-term economic stability.

We proudly operate as a fee-only financial advisor, ensuring transparency and trust in every recommendation we make.

Personal financial planning

Our Financial Advisor Services in NYC

As a leading financial planning company in New York, GTA Accounting Group offers an integrated suite of services designed to help you plan for every stage of life or business.

Financial Consultation

Financial Planning for Individuals & Families

Our certified financial advisors take a hands-on approach to help you protect your assets, grow your wealth, and prepare for the future.

Personal Financial Planning Services Include:

Customised retirement planning
Tax-efficient investment strategies
Education funding and 529 plans
Estate and legacy planning
Risk and insurance analysis
Income protection and cash flow management

Looking for a fee-only financial planner in NYC who puts your interests first? We do precisely that — no commissions, no conflicts.

Financial Planning Services by GTA Accounting Group

Our 4-Step Financial Planning Process

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Discovery & Consultation

We start with an in-depth discussion to understand your goals, challenges, and financial picture.

Strategic Plan Development

A certified financial advisor designs a tailored, CPA-backed financial plan.

Implementation

We help you take action through investment strategy, tax coordination, and risk management.

Ongoing Review & Adjustments

We monitor your progress and make regular updates to keep your plan aligned with evolving goals.

Partners

Google Reviews

Client Success Stories

As a CPA firm, we combine financial planning with accounting and tax expertise to provide strategic guidance that supports business growth and continuity.

Business Financial Planning Services Include:

Strategic tax planning and compliance
Business succession planning
Forecasting and cash flow analysis
Investment and capital structure advisory
Compensation and benefits planning
Financial risk mitigation strategies

From startups to established enterprises, our financial advisor services help New York businesses make informed, profitable decisions.

Financial Planning for New York Businesses

Fee-Only Financial Planning You Can Trust

GTA Accounting Group operates on a fee-only advisory model, which means:

No commissions or product-based incentives
No third-party compensation
100% client-focused advice

Whether you’re working with a personal finance advisor, an independent financial advisor, or our whole planning team, we ensure that your best interest is always the priority.

We serve a diverse range of clients across New York City, including:

High-net-worth individuals (HNWIs)
Professionals and executives
Business owners and entrepreneurs
Startups and family-owned businesses
Nonprofits and real estate investors
Freelancers and consultants

Whether you're searching for a financial planner in NYC or a full-service financial planning firm, GTA Accounting Group offers the expertise and experience you need.

Who We Serve

Need a CPA in New York? Choose GTA Accounting Group.

We take pride in the positive feedback we receive from our clients. Here’s what some of them have to say:

"GTA Accounting Group helped us navigate a complex tax situation with ease and professionalism. Their expertise saved us thousands of dollars and gave us peace of mind."

Jane D

Business Owner

"The team at GTA Accounting Group is incredibly knowledgeable and responsive. They provided clear guidance and support throughout the entire tax season."

Benjamin Anderson

Navi Founder

Speak to a Certified Financial Planner in NYC Today

GTA Accounting Group is your trusted financial planning firm in New York, combining accounting expertise with certified advisory services. I'd appreciate it if you could book your consultation today with a fee-only financial planner who understands your vision and helps you achieve it.

Please feel free to contact us now or online to begin your financial planning journey with confidence.

FAQs – Financial Planning with GTA Accounting Group