Cantor Fitzgerald

Visit our office today located in New York, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Berkoff Group is a team of experienced financial advisors at UBS Financial Services Inc. in New York, NY, specializing in providing tailored financial planning services to professionals, entrepreneurs, families, and partners of KPMG and PwC. With over 20 years of industry experience, the team offers personalized plans for savings and investment, professional management, and advice on a reduced fee structure, aiming to help clients achieve their short-term desires and long-term goals. Led by Nathan Berkoff, a Senior Vice President Wealth Management Financial Advisor and CERTIFIED FINANCIAL PLANNER, the Berkoff Group combines their deep understanding of KPMG partner experience with the resources of one of the world's largest wealth managers to build long-lasting relationships with clients. They continuously monitor and adjust financial plans to optimize strategies in response to changing markets, tax laws, and evolving family needs, ensuring clients' financial objectives are met today, tomorrow, and for generations to come.Generated from the website

Raymond James Financial Services is a global firm based in New York, NY, offering trusted financial advice and sophisticated strategies for individuals and institutions. Their comprehensive services include wealth management, investment solutions, retirement planning, estate and charitable giving, banking, insurance, and more. Committed to corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and fosters a supportive and inclusive work environment that values its associates and their contributions. Generated from the website