South Street Advisors

In a corner of Midtown Manhattan where Fifth Avenue bends around towering office buildings, planners gather solace from market swings. South Street Advisors sits at 623 5th Ave, New York, NY 10022, a discreet door between taller neighbors; its name appears on the directory only to those who already have an appointment. The firm belongs to the quiet cohort of fee-only planners who crunch numbers without pushing commissioned products—no pitch for whole life policies at the closing table. Securities analysis, retirement forecasts, debt restructuring; the menu is thorough. Tax-efficient gifting for estates that expect to owe; South Street Advisors will plot the timing of those checks. Insurance reviews stay product-agnostic; the focus is on gaps rather than brands. The advice arrives stripped of bells—no slick brochures, just tables and printouts that a CPA can digest the same afternoon. Give (212) 292-7803 a ring if the quarterly projections feel off-kilter. The voicemail greets callers without a menu and without a script. Expect a first meeting that runs thirty minutes, though extensions happen when spreadsheets sprawl. Grab the map—or just follow the crowds to Fifth and 50th; once you see the green awnings, the rest is simply floor numbers.