financial planning

Do you have a financial plan in place, or are you leaving your family's future to chance?

Contact a local advisor today to see if financial planning is for you

financial planning

Is financial planning for me

A financial plan isn’t  just for the rich.  If you are wondering whether or not your investments and assets will be able to support you in retirement, you need a financial plan in place.A

financial planning life insurance

What is financial planning

Proper Financial Planning is about looking at your complete financial picture.  It starts with us getting to know you, so we can assess your current financial picture while establishing goals and objectives for the future.  Second, we present you with a goals based financial plan that can adapt and adjust as life circumstances change.  Through implementation and our on going review process we will help guide you to and through retirement.  Our goal is to help simplify this process for you.  

David Rabinowitz
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
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
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
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
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
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
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
Michael Donofrio
12/01/2023
Very professional, informative, and always available!
Gil Ortiz
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
Matthew Lenza
11/01/2023
Excellent Company and owners. They are sharp as a tack and don't overwhelm clients.

Contact

Phone: 347-466-4400

Fax: 347-273-1292

E-Mail: [email protected]

Location

1110 South Avenue, Suite 85

Staten Island, NY 10314

Hours

Mon – Thurs 9:00am – 5:00pm

Fri 9:00am – 4:00pm

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