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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 600 Lexington Ave, New York,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.ShufroRose.com
- Keywords
- Wealth Management, Financial Planning, Estate Planning, Tax Planning, Retirement Planning, Risk Management.
- HQ
- New York
Shufro Rose Questions
Shufro Rose's website is http://www.ShufroRose.com
Shufro Rose's LinkedIn profile is https://www.linkedin.com/company/shufrorose
Shufro Rose has
29 employees.
View email and phone details for 29
employees at Shufro Rose.
Shufro Rose's industry is
Investment Management
Shufro Rose's top competitors are
Beatrice Advisors,
Vested Business Brokers,
Summit Trail Advisors,
Imprint,
Arootah,
Bessemer Trust,
Transcend Capital Advisors,
Bbr Partners,
Hall Capital Partners Llc,
Bfo21.
Shufro Rose's categories are Investment Management
Shufro Rose's founding year is 1938
