NYC Direct Funds
NYC Direct Funds

Plan for tomorrow today!

Empowering Your Financial Future: Solutions for Growth and Success

Empowering Your Financial Future: Solutions for Growth and SuccessEmpowering Your Financial Future: Solutions for Growth and SuccessEmpowering Your Financial Future: Solutions for Growth and Success
Book

Plan for tomorrow today!

Empowering Your Financial Future: Solutions for Growth and Success

Empowering Your Financial Future: Solutions for Growth and SuccessEmpowering Your Financial Future: Solutions for Growth and SuccessEmpowering Your Financial Future: Solutions for Growth and Success
Book

About Us

Ability to make purchases and transactions without immediate pay, signifying financial flexibility

Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Our Team

Emma’s Journey to Financial Freedom

Emma’s Journey to Financial Freedom

Emma’s Journey to Financial Freedom

A few years ago, I was struggling to manage my finances. Despite having a stable job, I found myself living paycheck to paycheck with no clear plan for the future. That’s when I decided to seek help from a financial planner.


The team at NYC Direct Funds Inc changed my life. They sat down with me, reviewed my income and expenses, and helped me create a realistic budget. They also introduced me to investment opportunities that aligned with my risk tolerance and long-term goals.


Today, I have a solid emergency fund, a growing investment portfolio, and I’m well on my way to buying my first home. I feel more confident and secure in my financial future, all thanks to the expert guidance I received.

Robert’s Retirement Dream

Emma’s Journey to Financial Freedom

Emma’s Journey to Financial Freedom

As I approached my 50s, I started worrying about my retirement. I had some savings but no clear strategy on how to make my money last. A friend recommended NYC Direct Funds Inc., and it was the best decision I ever made.


My financial planner helped me assess my retirement goals and set up a diversified investment plan. They also provided invaluable advice on tax optimization and estate planning. I now have a clear roadmap to retire comfortably, and I’ve even planned a few dream vacations for my golden years.


The peace of mind I’ve gained from working with a professional has been priceless. I can now look forward to my retirement with excitement rather than anxiety.

Sarah’s Family Future

Emma’s Journey to Financial Freedom

Sarah’s Family Future

With two young children and a demanding job, balancing our family finances was a constant challenge. My husband and I wanted to ensure our kids’ future while also saving for our own goals. That’s when we turned to NYC Direct Funds Inc. for help.


Our financial planner took the time to understand our unique situation and goals. They helped us set up education savings plans for our children, optimize our insurance coverage, and create a comprehensive savings strategy for our future.


Thanks to their guidance, we now have a clear financial plan that accommodates our family’s needs and aspirations. We’re more confident in our ability to provide for our children and secure our own future. Working with a financial planner has truly been a game-changer for us.


These stories highlight how financial planning services can positively impact individuals and families, providing them with security and confidence in their financial futures.

Reviews

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Frequently Asked Questions

Please reach me directly at carsonvharrison@gmail.com if you cannot find an answer to your question.

Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.

We will work with you to help you establish the right balance of risk to reward for your investments. 

Life insurance is an important part of planning your estate and protecting your legacy. 

Contact Us

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Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom! 

NYC Direct Funds Inc.

(917) 640-6861

Hours

Monday - Friday: 8:30am - 6pm

Saturday: By appointment

Sunday: Closed

NYC Direct Funds

Copyright © 2024 NYC Direct Funds - All Rights Reserved.

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