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Directory / Asset valuation & financial / New York
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Asset valuation & financial in New York

Appraisers, financial and tax advisors, insurance, and final-expense.

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Type
3 providers in New York
AA
AARP Life (New York Life)
Final Expense / Burial Insurance · New York, New York · National

AARP-branded, NYL-underwritten

ListedNew York Life = mutualSince 1845
FB
Fabric by Gerber Life
Life Insurance (EOL) · Brooklyn, New York · National

Policies issued by Western-Southern

ListedSubsidiary of Western & SouthernSince 2015
GL
Gerber Life
Life Insurance (EOL) · White Plains, New York · National

Strong juvenile + senior life brand

ListedOwned by Western & SouthernSince 1967
How we vet asset valuation & financial

A credentialed, regulation-clean advisor or appraiser who discloses how they're paid.

Ratings, when shown, reflect responsiveness and service only — never the quality of an outcome.

Credentials that matter
  • Relevant license/credential (CFP, CPA, insurance license, or USPAP-compliant appraiser)
  • Fiduciary standard where applicable
What we check before listing
  • Verify credential via FINRA BrokerCheck / state licensing board
  • Confirm no disciplinary or regulatory actions
  • Confirm fee/commission structure is disclosed in writing
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