The premier financial consulting experts in New York.
VBC CONSULTING specializes in financial solutions tailored for individuals and businesses, helping clients make strategic financial decisions they need to succeed.
Specialized financial consulting solutions for individuals and businesses.
At VBC CONSULTING , we understand the unique financial challenges of today's economic landscape. Our team provides custom financial strategies that help you grow your wealth and optimize your financial resources.
Driving success through strategic financial planning.
From investment strategies to comprehensive financial planning, our experienced advisors help professionals navigate the road to financial prosperity with confidence.
About Us
Trusted financial consulting partner for individuals and businesses.
VBC CONSULTING provides specialized financial services for individuals and businesses. Based in New York, we help clients make informed investment decisions, develop comprehensive financial plans, and implement growth strategies tailored to the unique challenges of today's financial markets.
Comprehensive Financial Planning
Wealth Management
Investment Advisory Services
Retirement Planning
5,000+ Satisfied
Financial Consulting Clients
+
Active Clients
+
Years Of Experience
+
Financial Advisors
Our Services
Specialized Financial Consulting Solutions for Every Need
Secure competitive returns on your investments with strategically balanced investment plans customized for your financial objectives and risk tolerance
Our financial advisors help you develop sustainable retirement plans for long-term financial security and peace of mind
From tax-efficient investment strategies to comprehensive tax planning, we help clients optimize their tax position regardless of market conditions
Comprehensive estate planning strategies designed specifically for protecting your assets and securing your family's financial future
Our Team
VBC CONSULTING Dedicated Financial Advisors
Barbara Wilson
CEO & Managing Partner
Victor Chen
Chief Financial Strategist
Leila Thompson
Senior Investment Advisor
Carlos Rodriguez
Tax Planning Director
Client Testimonials
Trusted by Financial Decision Makers
Hear from individuals and business owners who have partnered with VBC CONSULTING to achieve their financial objectives, secure their future, and navigate market complexities.
VBC CONSULTING created a personalized financial plan when other firms only offered standard options. Their attention to my specific financial goals made a tremendous difference. Three years later, my investment portfolio shows consistent growth thanks to their proactive management.
Amelia Roberts
Technology Executive
The retirement planning strategies provided by VBC CONSULTING allowed our family to prepare confidently for the future even during economic uncertainty. Their financial restructuring approach provided efficient use of our resources when we needed it most, and their team was always professional and responsive.
Patricia Garcia
Small Business Owner
After consulting with multiple financial advisors, I can definitively say that VBC CONSULTING truly understands the complexities of personal financial planning. Their fee structure was transparent and their investment process was thorough and well-explained.
Medical Professional
FAQs
Frequently Asked Questions About Financial Consulting
Comprehensive financial solutions
VBC CONSULTING offers a range of financial services tailored to both individuals and businesses, including investment advisory, retirement planning, tax planning strategies, estate planning, business succession planning, risk management, and wealth preservation options. Our solutions are customized to your specific financial objectives, whether you're an individual investor or managing a growing business.
Flexible client requirements
Our client requirements vary based on the service type and your individual situation. We evaluate factors such as your financial objectives, current financial position, investment timeline, and planning needs. However, we pride ourselves on being more adaptable than traditional financial institutions and understand the diverse challenges of different financial circumstances. We provide solutions for clients at various stages of their financial journey, with investment minimums beginning at $50,000 for select services.
Comprehensive planning methodology
Our financial planning approach begins with a thorough evaluation of your current financial situation and future goals. We believe in building personalized plans that align with your objectives while working toward your financial security. Our team employs advanced planning tools to evaluate various scenarios and potential outcomes. We consistently monitor your financial plan and implement adjustments as market conditions evolve or as your personal circumstances change. Through this proactive strategy, we aim to help you achieve financial independence while positioning your assets for appropriate growth potential.
Personalized service and industry expertise
VBC CONSULTING distinguishes itself through our dedication to truly personalized financial strategy development. Unlike larger institutions that may offer standardized solutions, we invest the time to understand your unique financial position, goals, and concerns. Our advisors maintain smaller client portfolios than industry standards, ensuring you receive attentive service. With over 20 years of experience in the financial sector, our team brings specialized knowledge across various market environments. We're independently owned and operated, meaning our recommendations are free from corporate directives or sales targets. Most importantly, we foster long-term relationships with our clients, regularly reviewing and adjusting strategies as your financial circumstances evolve.
