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Sontag Advisory
- Financial Services
- New York, NY
About this business
Sontag Advisory is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financ... read more
Location details
295 Madison Ave, Ste 5, New York, NY, 10017, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Thank you for all of your help through this last year. Your ability to pivot and make things happen quickly made many situations less stressful!
David Edwards and his team are wonderfully knowledgeable and completely trustworthy. My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.
I've trusted David for over 20 years to provide financial guidance and portfolio stewardship. He's consistently a steady hand no matter how turbulent the times.
I felt like I was falling apart. Literally coming apart at the seams. "Overwhelmed" is putting it mildly. Trying to do my own work and also taking on our financial affairs was impossible. Thank heaven for David Edwards. Like an efficient and very capable team leader, Heron Wealth has coordinated with our bookkeeper, CPA, lawyer and another portfolio advisor - organized our investments and expedited complicated trusts. He explained what has been done and what still needs to be done in language I can understand (without making... read more
David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry. Thank you David ... read more
Frequently asked questions about Sontag Advisory
How is Sontag Advisory rated?
Sontag Advisory has a 5 star rating with 32 reviews.
When is Sontag Advisory open?
Sontag Advisory is closed now. It will open tomorrow at 8:00 a.m.
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