Kimelman & Baird

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800 3rd Ave Ste 2300
New York, NY 10022

Kimelman & Baird is a trusted investment advisory firm based in New York, NY, with over five decades of experience working with families and institutions of all sizes. They offer a personalized approach to financial decision-making, taking the time to listen and learn about their clients' unique goals, lifestyles, and legacies. With a foundation of trust, integrity, and ethics, their team provides a range of services including investment management, retirement planning, and wealth transfer, helping clients navigate life's uncertainties and achieve their financial aspirations.

With a focus on understanding what truly drives their clients, Kimelman & Baird employs the Goldman Sachs FinLife system to establish customized plans that allow money to serve each individual's desired lifestyle. Through honest conversations, goal-setting, and personalized roadmaps, they empower clients to make sound financial decisions and live their best financial lives. Whether clients are successful career professionals, business owners, or part of a multi-generational family, Kimelman & Baird is dedicated to providing the highest level of service and attention to help clients achieve financial stability and plan for the future.

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