Welcome to Treasury Management Guide, your trusted partner in financial planning
Our advisors are well versed in lending, protection, payments, investing and credit strategy. We track shifting rates and policy so New Yorkers get accurate, practical guidance built around their goals.
We aim to simplify your finances and maximize your financial success
Treasury Management Guide opened its doors in New York City in 2026 to give individuals and small businesses one place to sort through lending, protection, payments, investing, home coverage, debt relief and credit health.
Every plan starts with where you actually stand today. Our advisors walk through your accounts and goals, then map out the combination of products that fits — not a one-size-fits-all package.
Based at 136 Madison Avenue, our team works with clients across New York's five boroughs and beyond, in person and remotely.
Seven areas of guidance, mapped out clearly — not buried in fine print
Select an area to see how it breaks down. Every figure below is a plain-language guide, not a personalized quote.
Loans
What New York clients say
Treasury Management Guide helped us consolidate two business loans into one clear repayment plan within a few weeks.
Our advisor walked through every insurance option in plain language before we picked anything. No pressure, no jargon.
The credit breakdown made it obvious which habit to fix first. My score moved within two statement cycles.
Talk with a Treasury Management Guide advisor
Reach out with your situation and an advisor will follow up with next steps.
Terms & Conditions
Effective since 2026 · Treasury Management Guide, 136 Madison Avenue, New York City, NY 10016
1. Acceptance of terms
By using this website or engaging Treasury Management Guide for guidance, you agree to these terms. If you do not agree, please discontinue use of the site.
2. Scope of guidance
Content across loans, insurance, payments, investments, home warranty, debt relief and credit topics is educational in nature. It does not replace a licensed advisor's review of your specific finances.
3. No guaranteed outcomes
Rates, approvals, coverage and credit outcomes depend on factors outside our control, including lender and insurer decisions. Treasury Management Guide does not guarantee any specific result.
4. Client responsibilities
You agree to provide accurate information when requesting guidance, and to independently verify terms before signing any financial agreement.
5. Intellectual property
Layout, text and graphics on this site belong to Treasury Management Guide and may not be reproduced without written permission.
6. Changes to these terms
These terms may be updated periodically. Continued use of the site after changes indicates acceptance of the revised terms.
7. Contact
Questions about these terms can be sent to info@treasurymanagementguide.info.
Privacy Policy
Effective since 2026 · Treasury Management Guide, 136 Madison Avenue, New York City, NY 10016
1. Information we collect
When you use the contact form, we collect the name, email address and message details you choose to submit.
2. How information is used
Submitted details are used to respond to your inquiry and connect you with the right advisor for your situation.
3. Information sharing
We do not sell client information. Details are shared only with the Treasury Management Guide team members needed to respond to your request.
4. Data retention
Inquiry details are kept only as long as needed to handle your request and maintain accurate records.
5. Your choices
You may request that we update or remove your information by emailing info@treasurymanagementguide.info.
6. Security
We take reasonable steps to protect the information you share with us, though no online transmission is entirely risk-free.
7. Contact
Privacy questions can be directed to info@treasurymanagementguide.info.