Call Us Now (929) 298-7997

Safeguard Assets, Formulate a Plan, and Accumulate Wealth!
  • We do so much more than manage money
    Many different entities make up your financial picture. Investment Advisors manage money, Accountants prepare financial statements, Estate Attorneys create Wills, and Real Estate Agents advise on real estate. At Third Eye Advisors, we believe each one of these areas impacts another. The art of coordinating these moving parts so that they complement your financial picture is what we consider our greatest strength.
    IRA
    Pros and cons of a rollover.
    529
    Is a 529 a good fit for you?
  • We are different
    Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldn’t all the aspects of someone’s financial health be considered?
    ETFs
    Which Is Right For You?
    401k
    Best Rollover Options
  • We understand our clients
    You are unique so your investments and financial plan should reflect that. Third Eye Advisors partners with you to ensure your wealth achieves what matters most to you — now and in the future.
    UITs
    Flexible Investment choices
    CDs
    Available for Accounts 25,000+
Family Matters
Providing for your family’s current and future
financial needs is complicated maybe even a little overwhelming.
You want to feel confident you can take care of them and yourself.
Business Planning
You’re working hard, but are you also working smart?
Personal Finance
We can manage your portfolio while helping you grow your investing confidence
Right Capital
Get started with financial planning. Financial planning done just right!
Retirement Savings
70% of pre-retirees don't think they saved enough for retirement.
Savings Calculator
Realize the power of long-term saving with financial our calculator.