The premier financial advisory experts in the industry.
ANGEL ADVISORS specializes in financial solutions tailored for individuals and businesses, helping clients secure the strategic financial planning they need to succeed.
Specialized financial solutions for individuals and businesses.
At ANGEL ADVISORS , we understand the unique financial challenges of today's economic landscape. Our team provides custom financial options that help you grow your wealth and maximize profitability.
Driving success through strategic financial planning.
From investment strategies to cash flow solutions, our experienced advisors help professionals navigate the road to financial success with confidence.
About Us
Trusted financial partner for individuals and businesses.
ANGEL ADVISORS provides specialized financial services for individuals and businesses. Based in Brooklyn, New York, we help clients secure investment opportunities, manage cash flow, and implement growth strategies tailored to the unique challenges of today's financial landscape.
Investment Strategies
Wealth Expansion
Cash Flow Solutions
Financial Planning
5,000+ Satisfied
Financial Clients
+
Managed Portfolios
+
Years Of Experience
+
Financial Advisors
Our Services
Specialized Financial Solutions for Every Need
Secure competitive returns on your investments with customized portfolio strategies tailored for your financial goals and risk tolerance
Our financial advisors help you develop sustainable financial plans for wealth expansion and long-term prosperity
From debt restructuring to working capital management, we help businesses maintain healthy cash flow despite market challenges
Comprehensive risk assessment and management solutions designed specifically for protecting your assets and investments
Our Team
ANGEL ADVISORS Dedicated Financial Experts
Rebecca Goldstein
CEO & Founder
Michael Thompson
Head of Investments
Jessica Patel
Senior Financial Advisor
Michael Thompson David Cohen
Risk Assessment Manager
Client Testimonials
Trusted by Financial Professionals
Hear from individuals and business owners who have partnered with ANGEL ADVISORS to achieve their financial goals, expand their wealth, and overcome market challenges.
ANGEL ADVISORS helped me structure my investment portfolio when other advisors offered generic solutions. Their understanding of my financial goals made all the difference. Five years later, my investments have grown significantly thanks to their ongoing support.
Maria Stephen
Business Owner
The cash flow solutions provided by ANGEL ADVISORS kept our family business afloat during challenging economic times. Their financial restructuring program provided immediate working capital when we needed it most, and their team was always accessible.
Sophia Rodriguez
Retail Business Owner
After working with several other financial advisors, I can confidently say that ANGEL ADVISORS truly understands the unique challenges of personal wealth management. Their rates were competitive and the process was straightforward.
Tech Executive
FAQs
Frequently Asked Questions About Financial Planning
Comprehensive financial solutions
ANGEL ADVISORS offers a range of financial products tailored to both individuals and businesses, luding investment management, retirement planning, tax optimization strategies, business succession planning, working capital solutions; debt restructuring; and wealth preservation options. Our solutions are customized to your specific financial needs, whether you're an individual investor or managing a large business.
Flexible investment criteria
Our investment requirements vary based on the type of service and your specific situation. We consider factors such as your financial goals, risk tolerance, time horizon, and liquidity needs. However, we pride ourselves on being more flexible than traditional financial institutions and understand the unique challenges of different financial situations. We offer solutions for investors at various stages of their financial journey, with investment minimums starting as low as $10,000 for certain services.
Comprehensive risk assessment process
Our risk management approach begins with a thorough assessment of your risk tolerance and financial goals. We believe in creating diversified portfolios that align with your comfort level while working toward your objectives. Our team utilizes sophisticated analysis tools to evaluate potential investment risks across various market scenarios. We regularly monitor portfolios and make adjustments as market conditions change or as your personal circumstances evolve. Through this proactive approach, we aim to protect your assets while positioning them for appropriate growth opportunities.
Personalized service and industry expertise
ANGEL ADVISORS sets itself apart through our commitment to truly personalized financial planning. Unlike larger institutions that may offer cookie-cutter solutions, we take the time to understand your unique financial situation, goals, and concerns. Our advisors maintain smaller client portfolios than industry averages, ensuring you receive attentive service. With over 20 years of experience in the financial industry, our team brings specialized knowledge across various market cycles. We're independently owned and operated, meaning our recommendations are free from corporate mandates or sales quotas. Most importantly, we maintain long-term relationships with our clients, regularly reviewing and adjusting strategies as your life circumstances change.
