Our Firm

St. George Financial Partners, LLC is a financial services firm, offering a full compliment of investment, insurance and estate planning products and services.

At St. George, we believe that affluent and busy professionals and business owners rarely have all their financial needs coordinated. Their investments, insurance, estate-planning, college education planning, retirement planning and asset allocation are normally handled by several advisors, none of whom know what the other has done. St. George provides that coordination. We work as a member of an overall team, which includes your legal and tax advisor’s.

St. George is conveniently located in Midtown Manhattan. Our company location.

To schedule a meeting please call our office at (212) 536-6000.