Professional Financial Analysis Made Simple

Partner with certified financial analysts who understand your goals. We provide personalized wealth management strategies, investment planning, and financial advisory services tailored to your unique needs.

$2.5B+ Assets Under Management
15K+ Satisfied Clients
25+ Years Experience
Since 1999

Transforming Financial Futures for Over Two Decades

Founded in the heart of Manhattan's financial district, Payoneer NY Solution was born from a simple yet powerful vision: to democratize access to world-class financial advisory services. What started as a small team of three passionate analysts has grown into a trusted financial partner for over 15,000 clients nationwide.

Our journey began when our founder, Jonathan Stevens, recognized a critical gap in the market—high net worth individuals and growing families needed personalized financial guidance that went beyond cookie-cutter solutions. Today, we manage over $2.5 billion in assets, but our mission remains unchanged: empowering our clients to achieve financial freedom through intelligent planning, strategic investing, and unwavering dedication to their success.

Every portfolio we manage, every strategy we craft, and every conversation we have is driven by one fundamental principle: your financial success is our success. We don't just manage money—we build lasting relationships, provide peace of mind, and create pathways to generational wealth.

Award-Winning Service

Recognized as Top Financial Advisor by Forbes for 5 consecutive years

Client-First Philosophy

98% client satisfaction rate with an average relationship spanning 12+ years

How We Transform Your Financial Future

Our proven 4-step process ensures personalized strategies that deliver real results

01

Discovery & Analysis

We start with a deep dive into your financial situation, goals, and dreams. Through comprehensive analysis, we understand not just your numbers, but your values, aspirations, and what financial freedom means to you personally.

  • Complete financial health assessment
  • Goal prioritization workshop
  • Risk tolerance evaluation
02

Custom Strategy Design

Our team of CFP-certified analysts crafts a bespoke financial strategy tailored exclusively to your needs. Using advanced modeling and decades of market experience, we design a roadmap that balances growth, security, and tax efficiency.

  • Personalized investment portfolio
  • Tax optimization strategies
  • Risk mitigation framework
03

Strategic Implementation

We execute your plan with precision and transparency. Every investment, every allocation, every decision is made with your best interests at heart, backed by our fiduciary commitment and cutting-edge technology platforms.

  • Seamless account setup
  • Optimal asset allocation
  • Real-time portfolio tracking
04

Ongoing Optimization

Your financial journey never stops, and neither do we. Through quarterly reviews, proactive rebalancing, and continuous market monitoring, we adapt your strategy to changing conditions while keeping you informed every step of the way.

  • Quarterly performance reviews
  • Proactive strategy adjustments
  • 24/7 advisor access

Security & Protection

Your deposits are protected by FDIC insurance up to $250,000 per depositor. We employ bank-level encryption and multi-factor authentication to keep your account secure.

FDIC Insured

Your deposits are protected up to $250,000 per depositor through FDIC insurance coverage.

256-bit Encryption

Bank-level 256-bit SSL encryption protects all your sensitive data and transactions.

2FA Security

Multi-factor authentication adds an extra layer of security to your account access.

Licensed & Certified

Payoneer NY Solution operates under full regulatory compliance with state and federal banking authorities. Our team holds professional certifications in financial planning and wealth management.

State Licensed

Fully licensed by New York State Department of Financial Services

CFP Certified

Certified Financial Planner professionals on staff

BBB Accredited

A+ rating with Better Business Bureau

Why Choose Payoneer NY Solution

Experience the difference of working with industry-leading financial analysts

01

Expert Analysis

Our certified analysts bring decades of combined experience in financial markets, portfolio management, and wealth optimization strategies.

02

Personalized Strategies

Every client receives a custom-tailored financial plan designed specifically for their unique goals, risk tolerance, and timeline.

03

Transparent Pricing

No hidden fees or surprise charges. We believe in straightforward, honest pricing that aligns our success with yours.

04

24/7 Support

Access to your dedicated financial advisor whenever you need guidance, with round-the-clock account monitoring and support.

05

Advanced Technology

Cutting-edge portfolio management tools and real-time analytics give you complete visibility into your investments.

06

Proven Track Record

Consistent outperformance of market benchmarks with a focus on long-term wealth preservation and growth.

What Our Clients Say

Trusted by thousands of satisfied clients nationwide

★★★★★

"Working with Payoneer NY Solution has been transformative for our family's financial future. Their analysts took the time to understand our goals and created a comprehensive plan that's already showing impressive results."

SM

Sarah Mitchell

Business Owner, Chicago

★★★★★

"I've worked with several financial advisors over the years, but none compare to the expertise and personalized attention I receive from Payoneer NY Solution. They've helped me optimize my portfolio and significantly reduce my tax burden."

JC

James Cooper

Tech Executive, San Francisco

★★★★★

"The team at Payoneer NY Solution guided us through retirement planning with such clarity and confidence. We now have peace of mind knowing our future is secure. Highly recommend their services!"

RJ

Robert & Jennifer Adams

Retired Educators, Boston

★★★★★

"Outstanding service from start to finish. Their financial analysis was thorough, and the investment strategies they recommended have consistently outperformed my expectations. I couldn't be happier with the results."

MR

Maria Rodriguez

Real Estate Developer, Miami

★★★★★

"Payoneer NY Solution helped me navigate a complex inheritance and turn it into a well-diversified portfolio. Their patience in explaining every option and their commitment to my financial education has been invaluable."

DL

David Lee

Medical Professional, Seattle

Meet Our Expert Team

Certified professionals dedicated to your financial success

CFP®

Jonathan Stevens

Founder & CEO

25+ years of experience in wealth management. Former VP at Goldman Sachs. Specializes in high-net-worth client strategies and estate planning.

CFA

Emily Rodriguez

Chief Investment Officer

CFA charterholder with expertise in portfolio optimization and risk management. Previously managed institutional portfolios at BlackRock.

CPA

Michael Chang

Director of Tax Strategy

CPA with deep expertise in tax optimization for high-income individuals. Former tax advisor at Deloitte with 15 years of experience.

CFP®

Sarah Williams

Senior Financial Advisor

Certified Financial Planner specializing in retirement planning and wealth transfer strategies. Trusted advisor to over 200 families.

Results That Speak for Themselves

Our client success is measured not just in returns, but in financial peace of mind and achieved dreams

127%

Average Portfolio Growth

Over 5-year period, outperforming market benchmarks

98.4%

Client Satisfaction Rate

Based on annual client surveys and retention data

$847M

Client Tax Savings

Total tax savings generated through strategic planning since inception

3,247

Financial Goals Achieved

Retirement plans, home purchases, education funds, and more

Ready to write your own success story with Payoneer NY Solution?

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Get In Touch

Have questions? We're here to help. Send us a message and we'll respond within 24 hours.