SKY Financial Group LLC

SKY Financial Group LLC

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Your Comprehensive Financial Planning & Wealth Management Solutions Company headquartered in New York, NY. New York, NY 10170. Office Number: 646-227-8541.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

The U.S. Economy Will Gain Steam This Year 04/09/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

The U.S. Economy Will Gain Steam This Year Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

04/02/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

nyladvisors.com

03/28/2026

We recently held our annual Kickoff Business meeting and Gala to celebrate the accomplishments of 2025, and look forward to great things in 2026. I want to especially thank our Senior development manager, Mark Kinasewitz, for all his help and support last year!

03/26/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

nyladvisors.com

03/21/2026

I am so fortunate to be a member of a wonderful professional study group. We recently gathered together for a business meeting to share ideas and best practices, then do a little bit of outdoor team building! What a beautiful landscape outside of Las Vegas!

The Small Business Guide To Tax Season 03/19/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

The Small Business Guide To Tax Season Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

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Location

Address


420 Lexington Avenue, 15 Floor
New York, NY
10170