Welcome to ELIYAHU SHWEKY TR
Professional financial services and expert guidance in Brooklyn, NY
About Us
Your Trusted Financial Partner
ELIYAHU SHWEKY TR brings years of financial expertise and personalized service to the Brooklyn community. We pride ourselves on offering comprehensive financial solutions tailored to meet your unique needs and goals.
Investment Planning
Strategic investment solutions designed to grow your wealth and secure your financial future
Risk Management
Comprehensive risk assessment and protection strategies for your assets and investments
Wealth Management
Personalized wealth management services to help you achieve your long-term financial objectives
Business Finance
Expert financial guidance for businesses of all sizes, from startups to established enterprises
Satisfied Clients
Years of Experience
Million Assets Managed
Client Satisfaction Rate
Our Services
Comprehensive financial solutions for individuals and businesses
Investment Management
Professional portfolio management and investment strategies tailored to your financial goals and risk tolerance
Retirement Planning
Comprehensive retirement strategies to ensure financial security and comfortable lifestyle in your golden years
Estate Planning
Strategic estate planning services to protect your assets and ensure your legacy for future generations
Business Finance
Financial consulting and capital management solutions for businesses seeking growth and stability
Risk Assessment
Comprehensive risk analysis and insurance planning to protect your financial wellbeing
Tax Planning
Strategic tax planning and optimization to minimize liabilities and maximize your financial efficiency
Why Choose Us
Discover what makes ELIYAHU SHWEKY TR your trusted financial partner
Your Comprehensive Financial Solution
At ELIYAHU SHWEKY TR, we understand that financial success requires careful planning and expert guidance. That's why we offer a complete range of financial services tailored to meet your unique needs and aspirations.
Client-Focused Approach
We're more than just financial advisors - we're your partners in success. ELIYAHU SHWEKY TR is committed to building long-term relationships based on trust, transparency, and exceptional service.
- Personalized financial strategies
- Transparent fee structure
- Ongoing portfolio monitoring and adjustments
Frequently Asked Questions
Have questions about our financial services? We've compiled answers to some of our most common inquiries below. If you don't find what you're looking for, feel free to contact us.
1. What types of financial services do you offer?
We offer comprehensive financial services including investment management, retirement planning, estate planning, business finance consulting, risk assessment, and tax planning strategies.
2. How do you charge for your services?
We offer transparent fee structures including asset-based fees, hourly consulting rates, and fixed project fees depending on the service. During our initial consultation, we'll clearly explain all costs involved.
3. Do you work with both individuals and businesses?
Yes, we serve both individual clients and business entities. Our expertise covers personal wealth management as well as corporate financial planning and business growth strategies.
4. How often will we review my financial plan?
We conduct regular reviews quarterly and comprehensive annual assessments. However, we're available for additional consultations whenever your financial situation changes or you have concerns.
5. What is your investment philosophy?
We believe in disciplined, long-term investing based on thorough research and diversification. Our approach focuses on managing risk while seeking consistent returns aligned with your financial goals.
Our Team
The experienced professionals dedicated to your financial success
Eliyahu Shweky
Financial DirectorWith over 25 years in financial services, Eliyahu leads our team with expertise in investment strategy and wealth management
Sarah Cohen
Senior Financial AdvisorSarah specializes in retirement planning and estate strategies, helping clients secure their financial future
David Levine
Investment AnalystDavid's analytical expertise and market insights help optimize investment portfolios for maximum returns
Schedule Your Consultation
Visit ELIYAHU SHWEKY TR at 1786 East 8th Street Brooklyn, NY 11223 for personalized financial guidance. Let us help you achieve your financial goals!
Client Testimonials
Don't just take our word for it - hear what our valued clients have to say about their experiences with ELIYAHU SHWEKY TR.
Robert Goldberg
Business Owner
ELIYAHU SHWEKY TR transformed my approach to business finances. Their strategic guidance helped us grow revenue by 40% in just two years. The personalized attention and expert advice are unmatched.
Rachel Stein
Retired Teacher
Thanks to their retirement planning expertise, I'm enjoying my retirement without financial worries. They created a sustainable income plan that allows me to maintain my lifestyle while protecting my principal.
Sarah Weiss
Real Estate Investor
The tax planning strategies implemented by ELIYAHU SHWEKY TR saved me thousands in liabilities. Their comprehensive approach to wealth management has significantly increased my net worth while minimizing risks.