Joel Isaacson & Co. is a leading financial planning and advisory firm based in New York City, known for delivering highly personalized wealth management solutions. Specializing in comprehensive financial planning and investment advisory services for high-net-worth individuals, families, and corporate executives, the firm has developed a reputation for building long-term relationships grounded in trust and personalized care. With a holistic, client-centric approach, Joel Isaacson & Co. integrates detailed financial planning with tax, estate, and retirement planning to support their clients’ broader financial goals. The firm’s advisors take the time to understand each client’s unique situation, helping them to navigate complex financial landscapes with clarity and confidence.

The company is also recognized for its proactive and integrated wealth strategy, often collaborating with accountants, attorneys, and other professionals to deliver a cohesive financial picture. As part of the Focus Financial Partners network, Joel Isaacson & Co. retains its independence while benefiting from the broader industry’s shared resources and best practices. Their dedication to transparency, education, and fiduciary responsibility sets them apart in the competitive world of financial services.

Website: http://www.joelisaacson.com/

Key Services:

– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement planning
– Estate and legacy planning
– Income tax planning and coordination
– Executive compensation planning
– Risk management and insurance review
– Charitable giving strategies
– Wealth transfer and generational planning