Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.
View Top Employees from Joel Isaacson & Co., LLC| Website | http://www.joelisaacson.com |
| Revenue | $7 million |
| Employees | 55 (48 on RocketReach) |
| Founded | 1993 |
| Address | 546 Fifth Ave, New York, New York 10036, US |
| Phone | (212) 302-6300 |
| Fax | (212) 302-6390 |
| Technologies |
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| Industry | Financial Services, Finance General, Consulting, Accounting, Audit and Tax Services (B2B), Investment Management, Finance, Asset Management, Cash Flow Management, Real Estate, Estate Planning, Tax Planning, Employee Benefit Coordination, Insurance Planning |
| Web Rank | 15 Million |
| Keywords | Joel Isacson And Co Careers, Altfest Personal Wealth Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Joel Isaacson & Co., LLC Questions
The Joel Isaacson & Co., LLC annual revenue was $7 million in 2024.
David Peltz is the Managing Director of Joel Isaacson & Co., LLC.
48 people are employed at Joel Isaacson & Co., LLC.
Joel Isaacson & Co., LLC is based in New York, New York.
The NAICS codes for Joel Isaacson & Co., LLC are [5239, 52393, 523, 52].
The SIC codes for Joel Isaacson & Co., LLC are [62, 628].
Top Joel Isaacson & Co., LLC Employees
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