Daniel Koenig, First Citizens Wealth

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11 W 42nd St Fl 14
New York, NY 10036
+1 (845) 746-1917
https://foundation.firstcitizens.com

First Citizens Wealth has been dedicated to helping clients plan for their financial futures for over 125 years, offering a legacy of service shaped by strong values. Their team of Private Wealth Advisors specializes in working with participants of the innovation economy, providing tailored advice and comprehensive planning to meet both business and personal goals.

With a focus on strength, stability, and consistency, First Citizens Wealth delivers customized strategies and personal attention to help clients navigate their financial journeys. They emphasize the importance of understanding individual needs and concerns, creating personalized plans that integrate financial and long-term strategic objectives.

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