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“I have worked with others in finance who are either financially intelligent or compassionate advice-givers; Nelson is both. Helping someone to plan for their retirement, final expenses and the future of their family is a daunting task but Nelson takes the time to not only to understand my needs but also to carry them out in a financially-sound manner. I have many options closer to me here in NY but I trust no one as much as Nelson Rivera to manage my assets. He has far exceeded my expectations and is the model of what a Financial Advisor should be. He lets me maintain my ambition but he is a realist who warns me of pitfalls and steers me through the storms. His character, ability and ethics are without question.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Very personable and professional. My mother Barb McCaughey absolutely raves about this place. She loves the employees and being open to the type of business they are.”