Open Hours:Mn - Fr, 8:00 a.m. - 8:00 p.m.

We Do Financial Planning and Consulting

how we can help

Investment Services

our philosophy

Financial planning
and investing
with WealthCo

In case you wish to improve financial planning for your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific business.

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What We Can Do for You

people about us

Mindris is the best!!! She has been doing my taxes for 5 years now. She is reliable, organized, detailed and a very kind person. I’ve never had a issue with my taxes. Each year is a breeze.

Yumilky F.

New City, NY

Amazing service and experience!  Have been doing my taxes with Danny for a few years now and he is always very attentive and professional. Highly recommended

Dina R.

San Francisco, CA

I have been working with Danny for 3 years now and it is always a pleasure! Danny is knowledgable and give great tips and advise. I recommend working with him to all my friends.

Sagi G.

Manhattan, NY
our plans

Price Plans

Silver Plan

You can start with basic services to try the main features and benefits of our financial plans. This plan works great for smaller businesses.
$700 / month
details

Golden Plan

With this package you get to experience professional strategy planning, accounting service and more. Contact us for more details now.
$1200 / month
details
popular

Premium Plan

This is the most popular and the most user-friendly plan for our clients. Whether you are new or an experienced user, we got you covered!
$2000 / month
details

You have goals - We have ways to help you

get started
Our Experts

Team of Professionals

Melissa Jones

Account Manager

Sam Harrison

Co-Founder, Advisor

Vanessa Lee

Founder, General Manager

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more information

Our Location

350 Avenue, New York, NY 10001

Call Us

Customer Care: 8 800 123 456 Support: 8 800 123 457

Working Hours

Mn - Fr: 8am – 8pm St – Sn: closed
contact form

Feel Free to Contact Us





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