Joel Isaacson & Co., LLC
Joel Isaacson & Co., LLC was founded in May, 1993, by three professional planners who had been working together since 1985. Today we are a boutique full service firm with 45 staff members and 800 clients. Ours is a fee-only financial and tax planning firm dedicated to the highest levels of wealth management and tax compliance services. The firm has been duly recognized through leading industry roles and unprecedented media coverage. We have been recognized as one of the Top Financial Advisory firms in America by Worth magazine. Real Financial Expertise. Personally Delivered.
We are dedicated to tailoring our services to meet each individual client's needs. Whether you're building a career and family, starting your own business or planning for retirement, we'll work with you on a one-to-one basis to develop a comprehensive understanding of your specific life goals and devise a plan for achieving them.
Our financial planning process begins with a complimentary consultation during which we discuss your goals and concerns to determine how best to advise you, paying close attention to your financial strengths and weaknesses. We'll gather information about your current situation, and work with you to prioritize your goals. Our experts then develop strategies to achieve those goals and help you implement them to achieve the highest return on your investments. We invite you to visit our website or email us.