Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
Company Details
- Employees
- 1.28K
- Address
- 99 Park Ave, New York,ny 10022,united States
- Phone
- (212) 850-4260
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ceritypartners.com
- Keywords
- Investment Advisory, Wealth Planning, Business Advisory Services, Financial Wellness, Wellness Coaching, Executive Financial Counseling, Executive Financial Planning, OCIO, Financial Planning, Estate Planning, Workplace Solutions, Retirement Plan Consulting, Corporate Venture Capital, Family Office Services, Tax Planning and Preparation.
- HQ
- New York, NY
Cerity Partners Questions
Cerity Partners's helpline number is (212) 850-4260
Cerity Partners's website is ceritypartners.com
Cerity Partners's LinkedIn profile is https://www.linkedin.com/company/cerity-partners
Cerity Partners has
1.28K employees.
View email and phone details for 1.28K
employees at Cerity Partners.
Cerity Partners's industry is
Financial Services
Cerity Partners's top competitors are
Hightower Advisors,
Cerity Partners Ventures,
Captrust,
Cresset,
Mercer Advisors,
Mariner,
Creative Planning,
Pathstone,
Wealth Enhancement,
Rockefeller Capital Management.
Cerity Partners's categories are Financial Services
