Financial Advisor In Staten Island

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Our Core Values

Our core values are extremely important to us, and they are embedded in how we think and act daily. We act with integrity, knowing what is right and making sure nothing compromises doing what is right. We treat all of our colleagues, associates and clients with respect and make sure that the trust they put in us is never broken. You can count on us to be there for you, and be assured that we will always put your goals wants and needs above all else.

Our Approach

We start off with a series of conversations in order to determine what your objectives are. Once those are clearly outlined, we see how we can condense and streamline your investments making it easier for you to follow. The next step is to create an investment strategy drawing on years of financial planning that is aligned with your risk tolerance and goals. Finally, we continuously monitor and adjust your plan as we both see fit.

Why Us

After a combined thirty five plus years of experience with financial planning, 401K rollovers, life insurance etc. we know what works and what does not. We don’t subscribe to cookie cutter models and we don’t sell products. We listen to your goals and continue to work hand and hand with you in order to help you reach them.

Our Team

Steven has spent his career helping people get the most value from their investment experience. Since 2003, he has worked with individuals and Corporations by providing various financial planning services. His goal has always been to help people become more educated investors. Being a perpetual student of the market allows him to consistently find new ideas and strategies to help serve his clients. Steven was born in Staten Island, New York and now resides in New Jersey with his wife Cindy, and sons, Gabriel, Michael, and Peter.

Jason began his financial career in 2003. After spending many years operating his own independent office of larger organizations he co-found PureVest LLC, a registered investment advisory firm. He holds his Series 66 and Life Insurance Accident and Health License in order to serve all his client’s financial planning needs. It didn’t take long before he realized the importance of saving early, saving a lot and investing wisely. Those are the three principles Jason believes are needed in order to prepare for a sound financial future. He employs a client first approach, and prides himself on getting his clients both to and through retirement. In order to get the job done, Jason draws on his analytical mindset and strict discipline. When not in the office, Jason enjoys spending time with his wife Laura, their four children and exercising.

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   David Rabinowitz 
 02/02/2024
 
 
  I have been working with Steve from Purevest for a few years now. I would recommend him to anyone who needs financial advice, wealth management, investing strategies etc. He manages my brokerage account, and retirement accounts. He even helped me open investment accounts for my children. He is professional, patient, and trustworthy. He took the time to answer all of the million questions I had. Great guy with tremendous market knowledge and experience.
  
 
       
   Richard 
 02/02/2024
 
 
  I had nothing but great experiences working with PureVest, I would highly recommend them if you are looking for a local financial advisor.
  
 
       
   Michele Russo 
 23/01/2024
 
 
  I cannot say enough good things about Steve Gitter and the entire team at PureVest. Professional, knowledgeable and always accessible. A pleasure to do business with!!
  
 
       
   Hal Blake 
 23/01/2024
 
 
  We have worked with Steve and Jason on achieving our financial goals for
Many years. They are always available to answer our questions and address any concerns we have…They are very knowledgeable in their field. we highly recommend Steve and Jason and their company ..
You won’t be disappointed!!
  
 
       
   Jerry Kulagowski 
 14/12/2023
 
 
  Talked to Steve many times and learned from him a lot. Great guy to deal with. He explained and helped me to understand how to handle my situation better than anyone else. Thank you for your service Steve.
  
 
       
   matthew lieberman 
 10/10/2023
 
 
  Have my accounts with them for years Steve gitter is knowledgeable and an very pleased with the results
  
 
       
   Dan Brewer 
 18/01/2023
 
 
  Our PureVest adviser, Steven Gitter, has been a lifesaver for our investment accounts.  He has done more for us in the last five years than our previous advisor did in 15 years.  He is the consummate professional taking time to actually speak with us, explaining market trends and strategies. We are extremely pleased that he has taken on our investment portfolio. I only wish that we would have been with Steve sooner.
  
 
       
   Michael Donofrio 
 12/01/2023
 
 
  Very professional, informative, and always available!
  
 
       
   Gil Ortiz 
 11/01/2023
 
 
  PureVest is nothing less than outstanding. Strongly recommend. They walk through all of your investments and ideas.

They are 100% trustworthy. they suggest low risk with high long-term gains with sound investments after they perform their research.
  
 
       
   Matthew Lenza 
 11/01/2023
 
 
  Excellent Company and owners. They are sharp as a tack and don't overwhelm clients.