Purevest

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Financial Advisor In Staten Island - Retire Comfortably! Skip to content Attain A Confident Retirement Through Prudent Financial Planning Learn how a Financial Advisor can help? Contact Us Today Our Core Values Our core values are extremely important to us, and they are embedded in how we think and act daily. We act with integrity, knowing what is right and making sure nothing compromises doing what is right. We treat all of our colleagues, associates and clients with respect and make sure that the trust they put in us is never broken. You can count on us to be there for you, and be assured that we will always put your goals wants and needs above all else. Our Approach We start off with a series of conversations in order to determine what your objectives are. Once those are clearly outlined, we see how we can condense and streamline your investments making it easier for you to follow. The next step is to create an investment strategy drawing on years of financial planning that is aligned with your risk tolerance and goals. Finally, we continuously monitor and adjust your plan as we both see fit. Why Us After a combined thirty five plus years of experience with financial planning, 401K rollovers, life insurance etc. we know what works and what does not. We don t subscribe to cookie cutter models and we don t sell products. We listen to your goals and continue to work hand and hand with you in order to help you reach them. Our Team Steven Gitter Steven has spent his career help

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