Bone Fide Wealth, LLC - New York, New York

Introduction to Bone Fide Wealth, LLC

Established in 2008, Bone Fide Wealth, LLC is a prominent financial services company based in New York City. With a strong presence at 7 World Trade Center, NY 10006, the firm has been providing comprehensive financial planning, consulting, insurance, and investment services to clients across the nation.

Specialties and Services

Specializing in financial planning, consulting, insurance brokerage, and investment services, Bone Fide Wealth, LLC caters to a diverse range of clients with varying financial needs. Their team of experienced professionals works closely with each client to develop personalized strategies aimed at achieving their unique financial goals.

Location and Accessibility

Conveniently located at 7 World Trade Center, New York, NY 10006, Bone Fide Wealth, LLC ensures easy access for clients. The office is equipped with a wheelchair-accessible entrance and restroom, making it suitable for individuals with disabilities. Appointments are recommended to ensure personalized attention and efficient service.

Contact Information and Website

• Phone: 2123901161
• Website: bonefidewealth.com

Reviews and Opinions

Bone Fide Wealth, LLC has garnered 5 reviews on Google My Business, with an average rating of 3.4/5 stars. Clients appreciate the firm's personalized approach and the expertise of its team members in navigating complex financial situations. However, some clients have mentioned the need for more personalized communication and follow-up.

A Final Recommendation

For individuals seeking a comprehensive financial services provider in New York City, Bone Fide Wealth, LLC stands out with its diverse range of services, experienced team, and commitment to personalized client experiences. Although there is room for improvement in client communication, the firm has demonstrated its ability to assist clients in achieving their financial goals. We highly recommend contacting Bone Fide Wealth, LLC through their website or by phone to schedule an appointment and explore their tailored financial solutions.

👍 Reviews of Bone Fide Wealth, LLC

Kyle C.

5/5

I had the pleasure of working with Douglas Boneparth and Clifford Cornell at Bone Fide Wealth, and I cannot recommend their services highly enough. Douglas with his extensive expertise and clear communication style, makes complex financial concepts accessible and easy to understand. He’s not only knowledgeable but also genuinely cares about his clients’ financial well-being, ensuring personalized advice that aligns with individual goals.

Clifford Cornell complements this partnership perfectly with his sharp analytical skills and thorough approach. His attention to detail and ability to anticipate potential challenges provide an extra layer of confidence in the financial plans they create.

Extremely satisfied with the service provided and would recommend them to anyone.

Graphic I.

1/5

Simply not professional people.

Deividas G.

5/5

Great attitude

Matthew B.

1/5

Carlos C.

5/5