Joel Isaacson and Co, Inc.

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 8:30 am - 5:30 pm

(212) 302-6300Call Visit WebsiteVisit Website Map & DirectionsDirections546 5th Ave Fl 20New York, NY 10036 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near New York with Investment Advisory Service

Long Island City (3 miles)
Astoria (5 miles)
Hoboken (5 miles)
Jackson Heights (8 miles)
Elmhurst (9 miles)
Jersey City (9 miles)
Forest Hills (12 miles)
Brooklyn (12 miles)
Flushing (14 miles)
Bronx (15 miles)

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General Info

Founded in 1993, Joel Isaacson & Co. is one of the leading independent wealth management firms in New York City. The firm provides comprehensive wealth management services to more than 700 clients across the United States. Joel Isaacson & Co. offers a wide array of services, including investment/cash flow management, tax planning, employee benefit coordination, retirement planning, etc. Its clientele comprises high-net worth individuals/families, business owners, executives and entrepreneurs. Joel Isaacson & Co. holds recognition as one of the Top Financial Advisory firms in the United States by the Worth magazine and Medical Economics.

Email

Extra Phones

Fax: (212) 302-6390

Phone: (212) 302-3371

Payment method

cash

Neighborhoods

Midtown Manhattan, Midtown East

AKA

Joel Isaacson & Co

Isaacson, Joel

Joel Isaacson and Company

Joel Isaacson & Co Inc

Other Link

https://www.joelisaacson.com/contact

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (212) 302-6300

Address: 546 5th Ave Fl 20, New York, NY 10036

Website: https://www.joelisaacson.com/contact

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Joel Isaacson and Co, Inc.

Tax Planning
Thoroughly review tax planning opportunities to proactively plan financial transactions and minimize both current and future tax liabilities
Estate Taxes
Tax Services
We provide a full spectrum of wealth management and financial planning services: investment management, cash flow management, estate planning, tax preparation, corporate benefit coordination, insurance planning, and retirement planning.
Income Tax
Prepare personal, corporate and fiduciary federal and state income tax filings, as well as help clients respond to government inquiries
Tax Return Preparation
Today, our team is more than 50 strong, and we serve a global clientele from our office in New York City. In addition to investment managers and financial planners, we have a full tax department that provides our clients with comprehensive, year-round tax planning, guidance, and tax return preparation.

Investment Management
Worth criteria includes the individual advisor’s expertise, integrity, and dedication to the field of wealth management; portfolio management strategies; risk analysis; client service initiatives; and the educational and professional credentials of advisors.
Mutual Funds
Implement a specific asset allocation to create a portfolio using best-of-breed mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, and alternative investments when appropriate
Wealth Management
Joel Isaacson envisioned a firm armed with the knowledge and comprehensive capabilities to advise clients on all aspects of their financial lives. He founded Joel Isaacson & Co. in 1993 when fee-only, fiduciary advice was a revolutionary concept. Since then, Joel has been joined by other top wealth management and tax specialists who share an unwavering dedication to our clients’ financial futures.

Accounting Services
Payroll Services

Financial Planning
Our story begins with Joel Isaacson, who broke with convention and started a fee-only, fiduciary financial planning firm at a time when objective guidance was hard to come by.
Retirement Planning
Wealth Management’s Top 25 High-Net-Worth Advisors was based on assets under management. High-net-worth clients had to make up to 76 percent or more of the firm’s business. Additionally, the firms on this list had to be independent and have a focus on financial and retirement planning. There were no fees paid in connection with using this award.
Long Term Care
Analyze current personal and employer provided insurance coverage, as well as capital needs to determine the optimal level of life, long-term care, and disability insurance. This includes an analysis of property/casualty coverage consisting of homeowner’s, auto, and umbrella liability policies.
Asset Management
Synchronize and Translate a client’s retirement goals and objectives into their targeted funding strategies and overall asset allocation mix, taking their overall portfolio and risk tolerance into account
College Funding
Utilize our cash flow reports and projections to inform and recommend changes in investment and/or tax strategy to meet future goals, such as college funding, real estate purchases, and financial independence in retirement

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