Welcome to

Gotham Financial Services is a financial services firm working in financial planning*, investment advisory services* and group employee benefits. We provide objective, unbiased advice to individuals, families and businesses from all walks of life. We can provide you with a complete financial plan or assistance on specific topics, such as cash flow, mortgages, insurance, investments*, college funding, retirement planning, tax strategies, and estate planning.

Gotham Financial Services was founded on the belief that quality, objective retirement  planning and advice should be available to everyone.

Managing your finances today, let alone planning for what tomorrow may bring, doesn’t happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for an independent financial future, but have placed it on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden. We have expertise in many facets of financial planning, from retirement / transition planning to investment management to insurance planning. Whether your reason for wanting professional assistance is lack of time, knowledge, interest, or temperament, we can advise you. And, whether you’re an individual, a family, or represent a trust or small business, we can help you manage — and take control of — your financial life.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.


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Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our information request form and we will contact you shortly.

244 Fifth Avenue, Suite 2665
New York, NY 10001

*Securities and investment advisory services offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA and SIPC and registered investment advisor. Gotham Financial services is not affiliated with FSC Securities Corporation or registered as a broker dealer or investment advisor.

communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced CT, NJ, NY.


A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.