Joel Isaacson & CO., LLC

Joel Isaacson & Co., LLC is a registered investment advisor offering comprehensive wealth management services, including financial planning, tax advice, and portfolio management. The firm develops customized financial plans that assess assets, liabilities, cash flows, taxes, retirement, estate, and business goals. Portfolio management services involve ongoing supervision of client portfolios, typically utilizing mutual funds, exchange-traded funds, and private investment funds, and occasionally hiring third-party managers. In addition to investment and financial planning, Joel Isaacson & Co. provides tax planning, tax preparation and compliance consulting, family office services, bill paying, and outsourced chief financial officer services. The firm primarily serves high-net-worth individuals, along with corporate pension and profit-sharing plans, charitable organizations, corporations, and non-high-net-worth individuals.