Harrison Brook USA - Expat Financial Advice
Business Details
About
Financial consultants are often the bridge between expatriate life and solid planning—especially when assets cross borders. Harrison Brook USA – Expat Financial Advice operates in Midtown Manhattan, where global wealth meets everyday complexity. Clients here juggle tax jurisdictions, retirement accounts, and currency risk; a localized advisor can simplify what feels overwhelming elsewhere.
At PMB #9070, 515 Madison Avenue on the 9th floor, the firm is easy to reach—no hidden storefronts or confusing lobbies. The area’s dense transit links make it as practical as it is prestigious. Whether you’re rolling over a UK pension or setting up a trust for overseas heirs, a single elevator ride delivers you to the right desk.
Essential services include cross-border tax structuring, expat life insurance, currency hedging, and succession planning for non-residents. They also handle FATCA compliance and dual-country filing strategies—two pain points for anyone living abroad. Appointments are usually by prior arrangement; a quick call gets the process started.
Talk through your next move with a consultant: (929) 558-1295. Find directions on the map before you head up.