- FAQ
Hello, how can we help you?
Working with an advisor
Whether you're experiencing the loss of a loved one, divorce, retirement planning, or a career change, VozeAccounting understands the challenges of life-changing events for women. We offer an oasis of sound financial advice to many clients in the midst of stressful life transitions.
Our team of highly qualified and caring financial professionals is committed to providing you with sound financial advice through the ups and downs.
The firm maintains a boutique atmosphere with a personalized approach that sets us apart from many other financial advisory firms. We have a low client-to-advisor ratio, allowing us to pay close attention to our clients and provide them with financial peace of mind, even during turbulent life changes.
Each of us has a deeply personal reason why we were drawn to this work. Our passion and dedication are just some of the many reasons our clients love working with us. We maintain effective and long-lasting client relationships and a customer retention rate of 98%, which is well above the industry average.
Yes! We will work in tandem with all the professionals who already guide your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide. Your team may include an accountant, an estate planning attorney, a property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts.
We've also built trusted relationships with professionals you may need throughout your financial journey. We're happy to be a resource for you if you need help building your team of smart, caring professionals!
No. There is no charge for your first meeting with our VozeAccounting financial advisors. During this meeting, we will answer all your questions and help you determine if we are the right advisor for you.
Financial planning support
Yes! Are you halfway to retirement and need a solid plan? Are you about to change jobs or have a marriage or divorce coming up? Are you saving for a child's education? We'll develop a personalized financial plan that will help you achieve your goals and plan for your financial future through age 95 and beyond.
Beratung Financial has been recognized six years in a row as one of New York's "Top 10 Financial Advisors," beating out thousands of other wealth management firms. This award was given to us in recognition of our comprehensive approach to financial planning and robust investment strategies. We are here to advise you on every aspect of your life that is affected by money. We consider all the topics outlined in the table below to ensure a secure financial future.
Your financial plan is a living document. For most of our clients, we update their financial plan annually.
Investment management support
VozeAccounting offers both financial planning and investment management. If you only want hands-on financial planning, we're probably not the right fit for you.
Do you still have a question?
If you can't find the answer to your question in our FAQ, you can always contact us. We'll get back to you as soon as possible!
