1992Finance Plus was first established in New York, offering financial consulting services in: Taxation, Retirement Planning and Estate Planning.
2000Finance Plus expanded fields, helping clients deal with variety of areas: Accumulation, Risk Management, Taxation, Business Planning, Retirement Planning and Estate Planning. We became well known for our ability to deliver feelings of confidence and stability when it comes to finances, so clients can get out and continue to enjoy life without worry.
2012Finance Plus came international with 53 offices in 34 countries around the world. We made our collective knowledge, experience and global network available to our clients.
2015Top 10 Financial Consulting Firms in the world.