Are you seeking clarity and order in the management of your wealth?
Our proprietary 3-step process delivers
Establish your baseline
We help you get organized by identifying where you are today, where you're going and where you want to be.
Personalized strategies for your goals
We'll work together to build intentional financial strategies focused on you and your goals.
Step-by-step guidance and support
We're with you every step of the way to ensure that execution of your plans isn't left to chance.
Ready to get started?
Contact us today.
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Our clients say it best
Alec & Matt Weissman,
Precision Graphics, Inc.
"Our family has had the pleasure of working with Viable since its inception, and we can't recommend them highly enough. From the beginning, they demonstrated a deep understanding of our needs. The team is incredibly responsive and has always gone the extra mile with us. Gregg has always been someone we could count on and has been a wealth of knowledge and assistance. Viable is always the first recommendation for financial planning we give people because they have consistently delivered excellent service and results."
Carl (& Mary) Bodkins,
retired Captain, Delta Airlines
“The closer that my wife and I got to retirement, we realized we were in need of someone to assist us with restructuring our investment portfolio and recommend appropriate Medicare coverage. Paul has done a fantastic job with our portfolio and connected us to an amazing Medicare specialist for our health care coverage. We are very satisfied with the personalized attention and results of working with the team at Viable.”
Mark & Jenny Bello
Pizza School NYC
“The team at Viable are like no other financial advisors we’ve ever worked with. Professional yet personable, and where our past experiences have felt overwhelmingly transactional, with Viable we see a true and consistent commitment to our continued success. From the start, we’ve experienced a genuine interest in understanding us and our unique business. Our finances have steadily grown through Pauls savvy and holistic approach to achieving our professional goals in sync with our personal sensibilities. Looking forward to a long relationship with Viable to keep achieving our current goals while simultaneously dialing in our long term plan.”
This testimonial was given by a current client of Viable who was not compensated for providing such testimonial. There are no additional conflicts of interest to disclose between the client and Viable.