Shufro Rose
投资管理
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first.
关于我们
Shufro Rose has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years and counting. We advise the fourth successive generation of many families on a wide range of financial decisions. We have a talented team of Wealth Managers and Financial Advisors delivering highly customized financial solutions to our diverse array of clients. Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. So you and your family can focus on all the things that matter most.
- 网站
-
https://www.ShufroRose.com
Shufro Rose的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- New York
- 类型
- 合营企业
- 创立
- 1938
- 领域
- Wealth Management、Financial Planning、Estate Planning、Tax Planning、Retirement Planning和Risk Management
地点
-
主要
600 Lexington Ave
US,New York
Shufro Rose员工
-
Tonia Kaminsky
Principal & Senior Financial Advisor at Shufro, Rose & Co., LLC and a member of the Kaminsky-Silverman Group, dedicated to putting clients first…
-
Kathy Logan
Vice President, Compliance & Operations and Manager – Client Relations, The Wacht Group @ Shufro, Rose & Co. LLC. ProActive Services. Tangible and…
-
Robert Ossers, CFP?, CPWA?, CRPC?
Vice President - Advisor & Head of Wealth Planning (Shufro-Glass & Contant-Leit Groups) at Shufro, Rose & Co., LLC
-
Kathy Logan
Client Relationship Manager & Compliance Manager at Shufro, Rose & Co., LLC