Top Financial audits in New York, United States

Gideon and his team are truly wonderful! They are thorough, organized, proactive, and able to translate complicated concepts into simple terms.

I have had the pleasure of knowing Gideon and his team for several years, and they consistently demonstrate trustworthiness, responsiveness, and reliability. As someone with limited knowledge about financial management and investing, having Gideon and his team supporting me brings a tremendous sense of relief as I navigate the path to secure my financial future. Their personable approach and unwavering commitment to addressing all my questions, big or small, makes me incredibly grateful to be working with them. The Drucker team has exceeded my expectations and I can say that i am in a MUCH better financial position because of them.

As I was scrolling along in Facebook, I came across as ad for this book: “How to Avoid H.E.N.R.Y. Syndrome (High Earner Not Rich Yet): Financial Strategies to Own Your Future”. I immediately thought, this is us!! We make good money, but why do I feel that we just aren’t getting ahead??

So I began to follow the author, Gideon Drucker. I signed up for his weekly emails and eventually attended one of his webinars. I was becoming hooked. Everything he was saying/teaching really resonated with me. I bought the book.

It’s not that my husband and I were a financial mess… we just weren’t very organized. We had not combined finances. We had numerous accounts between the two of us. We had no plan. We were kind of doing our own thing and I guess thinking it would work out in the end?

My husband needed a bit of convincing. Why should we pay someone to look at our finances, develop a plan, and then help us stick to the plan? We can just do that ourselves, for “free”. After some convincing, we eventually scheduled our Right Fit Call, which led to a follow up call, which led to working with Gideon and his team. The calls were awesome… everything that had resonated with me, resonated with my husband too. We were on our way!

Gideon and his team have been AMAZING. They are knowledgeable, incredibly helpful, and not judgy (I might have a slight shoe spending habit…). They are always around to answer our questions. We have saved a crazy percentage of our income in just the few months we have been working with them. We just were not getting there on our own. We have a plan, not just for finances, but also for insurance and for estate planning. We never realized how interconnected all these things are.

Here are a few things we learned along the way:
- We wish we would have started earlier. Who doesn’t??
- It is not too late to start. We are not spring chickens, haha! It
is amazing what we have accomplished in such a short time
working with Gideon and his team.
- Our savings capacity is our greatest wealth building tool.
- We cannot emphasize enough the importance of having a
comprehensive plan. Having a plan is life changing.

We highly recommend Gideon and his team. We are definitely looking forward to the future as we set forth to accomplish our financial goals with a team and a plan to help us get there.

"Finalert has been an absolute lifesaver for our small business. Their expertise in accounting and bookkeeping is top-notch. They've helped us navigate complex tax situations and payroll with ease. Highly recommended!

Exceptional Service from Finalert LLC!

I recently had the privilege of collaborating with Finalert LLC, and I must express that my entire journey with them was exceptional from start to finish. This company went above and beyond my expectations in every conceivable way.

The Finalert LLC team exemplifies a remarkable level of professionalism and expertise. They invested the time to attentively listen to my requirements and delivered a tailored solution that flawlessly aligned with my needs. Their meticulous attention to detail and unwavering commitment to delivering top-notch service is truly commendable.

One aspect that stood out was their swift and effective communication. They were highly responsive to my queries and ensured I remained well-informed throughout the entire process. This underscores their dedication to client satisfaction.

Moreover, Finalert LLC's profound expertise in their domain is unmistakable. Their comprehensive grasp of the industry translated into valuable insights and guidance, leaving me with unwavering confidence in their recommendations and decisions.

In addition to their exceptional service, Finalert LLC boasts competitive pricing, offering a cost-effective solution without compromising on quality.

I wholeheartedly endorse Finalert LLC to anyone seeking their services. My experience with them was nothing short of outstanding, and I fully intend to return for any future needs. I extend my gratitude to the entire team for a job exceptionally well done!

The team at Drucker Financial is exceptional. They are professional, personable and above all, financially brilliant in their approach to organizing our family's finances. Having the benefit of their 60+ years of experience in the financial planning space has been an incredible asset to our family and by far one of the smartest investments we have ever made by enlisting them to create a plan for our future. Their process is impeccably organized and all-encompassing, giving us a comprehensive, full financial picture and a step-by-step guide for achieving our goals in the years ahead. This firm is made up of a rare combination of honest and intelligent financial experts who operate with integrity and tireless dedication to their clients. We feel very fortunate to have found them and look forward to their following their exceptional guidance for years to come.

As working parents with two young kids, my wife and I needed some guidance to make sure we're investing properly for both our own and our children's futures. Drucker Wealth was the perfect place for us to get that guidance. Gideon and his team used their resources to build a comprehensive plan for both the short and long term that was specific to our situation. He also took the time to describe it in a way that was easy to understand. The information they provided gave us the peace of mind that comes with a clear path to reach our goals. We'd highly recommend their services to anyone in a similar situation.

I started working with Drucker Wealth about 3 months ago and I already feel a tremendous amount of anxiety has melted away. I wasn't sure what else I should be doing to reach my goals, and I was looking for the kind of comprehensive analysis and advice that they offer. They don't just manage one investment account, but really work holistically with my entire financial picture. From the start, Gideon, Autumn, Eric and Eric were super responsive and collaborative. They have patiently talked me through many options, seamlessly managed account transfers for me, built in flexibility that my lifestyle requires, and I feel more secure and educated than ever about my finances. They also introduced me to Hunter on the insurance side and Steven the CPA, and I am thrilled to have such a great team to lean on who are all very enjoyable to work with. They helped me get my plan set up in no time and I'm already seeing great results. I no longer wonder about my financial future, and I feel I'm in the best hands possible. I wish I had met them sooner!

We were looking for a financial advisor who could not only help us optimize our money and investments, but also educate us along the way. Gideon and team took the time to analyze our finances and recommend a plan to ensure a successful financial future for us, all while making sure we understood exactly what being recommended and why. We feel confident in the plan they laid out to help us meet our short and long term financial goals. We would absolutely recommend working with Gideon and the team at Drucker Wealth Management!

I've worked with Gideon, Karina, and their team for about 2 years and it's been an excellent experience all around. Gideon is wonderful to work with - patient, communicative, and very good at framing things in layman's terms, in an informal but very informed way. He and the team were extremely helpful as I went through a professional and financial transition. I think what I appreciate most is their ability to meet their clients on their level - to understand and acknowledge their clients' lifestyles, decisions, etc. in a very respectful, empathetic, non-judgmental way. I think many people probably find working with financial professionals a bit intimidating, and Gideon & Co. are great about making the whole process very approachable and user-friendly. They're incredibly professional, knowledgeable, and supportive, and I look forward to working with them for many years.