Wealth Management, Investment Counseling, & Financial Planning

Clarfeld Ranked as Top Boutique Advisor, Among Mega Firm Advisors on FORBES' "America's Top Wealth Advisors" Read Article  BARRON's Ranks Clarfeld NY's #1 Independent Wealth Advisor for the 8th Consecutive Year Read Article

Clarfeld Ranked as Top Boutique Advisor, Among Mega Firm Advisors on FORBES' "America's Top Wealth Advisors"
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BARRON's Ranks Clarfeld NY's #1 Independent Wealth Advisor for the 8th Consecutive Year
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At Clarfeld, our distinctive approach to wealth management sets us apart in a crowded industry.  Meaningful long-term, multi-generational wealth preservation is only achieved through a highly specific financial plan and investment strategy.  Our customized allocations are a reflection of this comprehensive planning.

Our investment advisors utilize diversified portfolios of investments focused on generating risk-adjusted returns to help ensure each allocation aligns directly with each uniquely structured financial plan – creating the necessary foundation for wealth to prosper.

To request a complimentary consultation or additional information, please contact us below.
Call Us: (212) 956-9494
Email Us: planning@clarfeld.com

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Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

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