The Bendix Financial Group, Inc. is a Wealth Management firm located in the Metro NY area. We provide comprehensive financial, tax, retirement, estate, and investment advisory services. Our clients include high net worth individuals, trusts, corporations, executives, professional athletes, actors, retirees, and business owners. We also specialize in caring for the needs of recently divorced or widowed women.
Our customized programs are designed to grow, preserve, and conserve your wealth by striving to deliver an unprecedented level of personalized service and expertise. Each financial plan takes into account every client`s individual & family goals and objectives. Our programs offer a comprehensive "One-Stop" approach to enhance and preserve intergenerational wealth.
The Principals and Advisors at The Bendix Financial Group are separately registered representatives of Royal Alliance Associates, Inc., one of the country’s largest independent-registered Broker/Dealers and SIPC member. This relationship enables us to offer access to one of the broadest choices of investment and insurance based products in our industry, including Stocks, Bonds, ETF’s, Mutual Funds, Real Estate Investment Trusts, Separately Managed Accounts, Variable Annuities, Unit Investment Trusts and Money Markets.
This website offers you an in depth look at what our firm can offer you, your family, friends, and employees. Please take a moment to look at the services we provide. Should you wish to further discuss how we can help you achieve your financial goals, please contact us.