The New York Financial Group

Managing Director: Stephanie Rivas

Our Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by our team: Arabic, Cantonese, Chinese, English, French, Greek, Gujarati, Hebrew, Hindi, Italian, Japanese, Mandarin, Portuguese, Punjabi, Russian, Spanish, Yiddish.

Who We Are

The New York Financial Group is comprised of a main agency and a detached office serving areas in and around Westchester County as well as New York City. With over 100 total financial professionals, planners and advisors, we serve individuals and businesses grow and protect their wealth.

We're Most Proud Of: The New York Financial Group finished in the Top three of all Prudential offices winning a President's Citation last year as well as being recognized with a Life Founders Award.

Our Stories

"Meeting like-minded professionals who have the same goal was key – to make an impact on peoples’ lives. There is also a high level of mentoring and coaching offered."

“As a Financial Professional it’s my role to provide financial guidance and help families prepare for the future. It’s a career that can help you achieve your greatest potential and help others.”

“I want to help families with what comes next in life and to prepare them: for good, or when life takes an unexpected turn. Our customers count on us for knowledge and support.”

 Our Team

Meet Our Professional Team

A Career Designed to Grow

Prudential Advisors' financial professionals have the autonomy to being clients the most appropriate options in the form of advice and guidance. Join us for a rewarding career!

A Broad Network of Financial Experience

We believe that every person should have an opportunity to create their own unique and beautifully complex story. We empower financial professionals with the platforms, flexible product offerings, and collaborative environments of support they need to help turn 'I can’t' into 'why not?'

A Focus on Removing Obstacles

A career in financial services is more than selling insurance, annuities, investments, and fee-based planning services. We help eliminate roadblocks that distract clients from writing their own stories of financial well-being.

A Way to Build Lasting Relationships

Whether it is through the protection of insurance, savings for retirement, or college through investments or making informed decisions about their financial situation, the work we do helps to shape the stories of clients’ lives.

The Prudential Difference

Check the background of this investment professional on FINRA’s BrokerCheck.