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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

212-340-1050

Menu
 * Home
 * About 
   * Home
   * About Gotham Financial
 * Financial Planning 
   * Overview
   * Gotham Financial Engineering
   * Financial Checklist
   * Gotham GPS Services
 * Insurance 
   * Overview
   * Health Insurance
   * Life Insurance
   * Disability Insurance
   * Long Term Care
   * Medicare Options
 * Investments 
   * Investment Advisory
   * Products
 * Retirement 
   * Overview
   * Gotham Retirement Services
 * Group Benefits 
   * Overview
   * Group Benefits
   * Resource Center
   * List of Carriers
 * Insights 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Glossary
   * Tax Resources
 * Shop Online
 * Contact




PERSONAL FINANCIAL ENGINEERING

We create strategies that are tailored to your needs and goals.

Learn more


GOTHAM GPS™ SERVICES

Let us help with Preparation, Implementation and Monitoring of your Financial
Plan

Learn more


OUR RESOURCES

Want to learn more about retirement, social security, or estate strategies? We
have a wealth of resources.

Learn more


CLIENT CENTERED

Our business is built on a foundation of thoughtful client relationships. Gotham
Financial Services is a financial services firm working in financial planning*,
investment advisory services* and group employee benefits. We provide objective,
unbiased advice to individuals, families and businesses from all walks of life.
We can provide you with a complete financial plan or assistance on specific
topics, such as cash flow, mortgages, insurance, investments*, college funding,
retirement planning, tax strategies, and estate planning. 

Learn more

Gotham Financial Services was founded on the belief that quality, objective
retirement  planning and advice should be available to everyone. 

Managing your finances today, let alone planning for what tomorrow may bring,
doesn’t happen automatically — or easily. Squeezed by the demands of daily life,
you may know the importance of planning for an independent financial future, but
have placed it on the back burner. The good news is that financial planning
doesn’t have to be an overwhelming burden. We have expertise in many facets of
financial planning, from retirement / transition planning to investment
management to insurance planning. Whether your reason for wanting professional
assistance is lack of time, knowledge, interest, or temperament, we can advise
you. And, whether you’re an individual, a family, or represent a trust or small
business, we can help you manage — and take control of — your financial life.

We encourage you to explore our site and learn more about the services we
provide. Should you have any questions or would like more information on our
firm, please feel free to contact us. We look forward to hearing from you.


HAVE A QUESTION?

Name
Email
Address
Phone
Question

Thank you! Oops!

CONTACT

Gotham Financial Services

Office: 212-340-1050

244 Fifth Avenue, Suite 2665

New York, NY 10001

pagovich@gothamfinancial.com



QUICK LINKS

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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Copyright 2024 FMG Suite.



*Securities and investment advisory services offered through Osaic Wealth, Inc.,
a registered broker-dealer and Member FINRA and SIPC and registered investment
advisor. Gotham Financial services is not affiliated with Osaic Wealth, Inc. or
registered as a broker dealer or investment advisor.

communication is strictly intended for individuals residing in the states where
the registered representative is registered to conduct securities business. No
offers may be made or accepted from any resident outside the specific state(s)
referenced CT, NJ, NY.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites. Nor is the company liable for any direct or
indirect technical or system issues or any consequences arising out of your
access to or your use of third-party technologies, web sites, information and
programs made available through this web site. When you access one of these web
sites, you are leaving our web site and assume total responsibility and risk for
your use of the web sites you are linking to.