We're the money experts

We're happy to be a New York-based financial firm. Let us help you meet your financial goals.

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OUR OFFERING

Our financial solutions

Financial planning

We provide our clients with financial planning advice designed to support their growth goals.

Investment solutions

Our finance specialists assist clients by informing them about smart investment options. Bring us your questions. Our team has answers.

Insurance advice

We help clients navigate the often-confusing world of insurance for health, life, and long-term care. Our advice helps clients make informed decisions about insurance plans.

Apple Funding offered insights on my wealth management I never would have thought of. I'm more than happy.

- Jane Smith

Contact us to schedule an appointment. Let’s find the best solutions for your portfolio. 

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