Our Mission
Financial Awareness & Stability
At Nynex Finserv, we are dedicated to helping our clients to achieve their financial goals by providing them a comprehensive and reliable solution. We understand that obtaining financial literacy and independence can be a complex and overwhelming process, which is why our experienced team is here to guide you at every step of the way.
Our Vision
Confident Future to Live your Dream
Our vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do.
Together, we hope to grow multi-generationally and go above and beyond for your needs.
Core Values
Security, Growth & Wellness
At Nynex Finserv, we recognize the significant duty we owe to our clients. We take pride in providing our clients with financial security and peace of mind during times of mounting concern and uncertainty. It is our pleasure to assist our clients in meeting their day-to-day financial challenges as well as their long-term goals. Our Core Values reflect how we want to care for our clients. The founding principles are:
- Integrity: Provide professional services with integrity.
- Objectivity: Provide professional services objectively.
- Competence: Maintain the knowledge and skill necessary to provide professional services competently.
- Fairness: Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
- Confidentiality: Protect the confidentiality of all client information.
- Professionalism: Act in a manner that demonstrates exemplary professional conduct.
- Communication: Consistent communication and engagement between us and our clients creates an informed relationship.