Ziff Brothers Investments LLC

Clifford Michaels, CFP is a financial management firm based in New York, NY, with over 30 years of experience in providing wealth management services to professionals, pre-retirees, and retirees. They offer a holistic approach to financial planning, helping clients accumulate and distribute wealth for a secure retirement through investment management, retirement planning, insurance, and managing finances. With a focus on personalized risk assessment and comprehensive financial planning, Clifford Michaels aims to guide clients towards financial security and independence. They provide leadership and guidance in tax reduction strategies, portfolio construction, creating lifetime income streams, and wealth transfer for the next generation. Proudly partnered with Charles Schwab and Cadaret Grant, Clifford Michaels offers a 5-step process that includes investment planning, income planning, tax planning, insurance, health care planning, and legacy planning.Generated from the website

E. Magnus Oppenheim & Co. is a registered investment advisor based in New York, NY, offering long-term investment management focused on proven strategies rather than fleeting trends. With a team of knowledgeable and creative investment advisors experienced in all market circumstances, they provide trustworthy and professional services to cater to individual investment needs. Investing with E. Magnus Oppenheim Co., Inc. offers numerous advantages, allowing clients to concentrate on their investment affairs while freeing up time for professional, leisure, or family pursuits. Their commitment to delivering performance and providing comprehensive company information makes them an ideal choice for qualified prospective investors seeking reliable investment management.Generated from the website

Ritholtz Wealth Management is a team of dedicated investment professionals committed to creating customized financial plans that align with clients' life goals and adapt to their evolving needs. They offer a comprehensive suite of services, including wealth management, tax planning, insurance services, estate planning, and corporate retirement planning. With a steadfast commitment to fiduciary principles, the firm prides itself on transparency and trust, providing clients with personalized strategies and expert guidance. Led by experienced professionals, Ritholtz Wealth Management aims to empower clients to navigate their financial journeys with confidence and clarity. Generated from the website