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Founded in 1993, Joel Isaacson & Co. is one of the leading independent wealth management firms in New York City. The firm provides comprehensive wealth management services to more than 700 clients across the United States. Joel Isaacson & Co. offers a wide array of services, including investment/cash flow management, tax planning, employee benefit coordination, retirement planning, etc. Its clientele comprises high-net worth individuals/families, business owners, executives and entrepreneurs. Joel Isaacson & Co. holds recogn... read more
546 5th Ave Suite 20, New York, NY, 10036, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I have an Accounting Service business and have been working alongside Lee Steinmetz at Joel Isaacson & Co for several years. My experience has been that he is a very intelligent, hard working, informative, and a highly respected CPA. Lee also maintains a calm character without intimidation. He is one that I have learned a lot from. I am happy to know Lee, and would recommend him to anyone looking for a top notch CPA. -Tamara Murphy-
Joel Isaacson & Co Inc has a 5 star rating with 4 reviews.
Joel Isaacson & Co Inc is open now. It will close at 6:00 p.m.
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