Joel Isaacson and Co, Inc.

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Founded in 1993, Joel Isaacson & Co. is one of the leading independent wealth management firms in New York City. The firm provides comprehensive wealth management services to more than 700 clients across the United States. Joel Isaacson & Co. offers a wide array of services, including investment/cash flow management, tax planning, employee benefit coordination, retirement planning, etc. Its clientele comprises high-net worth individuals/families, business owners, executives and entrepreneurs. Joel Isaacson & Co. holds recognition as one of the Top Financial Advisory firms in the United States by the Worth magazine and Medical Economics.