D C Capital

The Berkoff Group is a team of experienced financial advisors at UBS Financial Services Inc. in New York, NY, specializing in providing tailored financial planning services to professionals, entrepreneurs, families, and partners of KPMG and PwC. With over 20 years of industry experience, the team offers personalized plans for savings and investment, professional management, and advice on a reduced fee structure, aiming to help clients achieve their short-term desires and long-term goals. Led by Nathan Berkoff, a Senior Vice President Wealth Management Financial Advisor and CERTIFIED FINANCIAL PLANNER, the Berkoff Group combines their deep understanding of KPMG partner experience with the resources of one of the world's largest wealth managers to build long-lasting relationships with clients. They continuously monitor and adjust financial plans to optimize strategies in response to changing markets, tax laws, and evolving family needs, ensuring clients' financial objectives are met today, tomorrow, and for generations to come.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office on Madison Avenue is here for you, serving New York City and the Brooklyn and Queens boroughs. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.