HW
Harvey Wacht
Principal & Senior Financial Advisor at Shufro Rose
View Harvey's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Principal & Senior Financial Advisor
2003 - Present · 22 years
Company Details
11-50 Employees
Shufro Rose has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years and counting. We advise the fourth successive generation of many families on a wide range of financial decisions. We have a talented team of Wealth Managers and Financial Advisors delivering highly customized financial solutions to our diverse array of clients. Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. So you and your family can focus on all the things that matter most.
Year Founded
1938
Social Media
Linkedin
Industry
Investment Management
HQ Location
600 Lexington Ave New York, US
Keywords
Wealth ManagementFinancial PlanningEstate PlanningTax PlanningRetirement PlanningRisk Management
Discover More About Cleveland Clinic

Find verified contacts of Harvey Wacht in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.