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WELCOME


FAMILY SUCCESS LEGACY

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WELCOME


FAMILY SUCCESS LEGACY

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What We Do


What We Do


WHAT WE DO

Blank Financial provides real-life financial guidance to identify and manage our clients' objectives and insurance needs. We work with individuals, families and small businesses at any stage of their financial trajectory.

Our team works closely with our clients to solve the simplest or most sophisticated financial needs.  As a family owned and operated firm with over 45 years of experience, we are able to provide solutions designed to enrich and simplify our clients' financial well-being.  As independent fee based advisors, we provide objective “solution-driven” advice.

 

  • Savings Accumulation

  • Investment Management

  • Retirement Planning

  • Education Funding

  • Life Insurance

  • Annuity Income

 
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Who We Are


Who We Are


WHo we are

 
 
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Greg Blank

Greg specializes in investment advisory services and advanced planning for successful individuals and small businesses. He has a degree in Sociology from Binghamton University.  Prior to joining the firm he worked for MetLife Securities.

 
 
 
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Viktoria Makarova

Viktoria has been with the team since 2007. At Blank Financial Group, she plays an integral role managing, providing support and working closely with the clientele. She has a BBA in Finance from Baruch College and worked in Citibank for over 5 years in customer service.

 
 
 

Carla Mueller

Carla rejoined Blank Financial in the summer of 2023. Carla supports Viktoria in customer relationship management.  She studied at University of South Florida majoring in business administration.  Carla has over 12 years of experience working with financial professionals.

 
 

EXCITING ANNOUNCEMENT

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EXCITING ANNOUNCEMENT -

 

wexYa & Blank Financial

We are pleased to announce our partnership with wexYa. For more information visit wexYa.com.

 
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Where We Are


Where We Are


Blank Financial

216 East 45th St

Suite 901

New York, NY 10017

T 212-686-7361

F 212-686-7369