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Robert Ossers
Vp - Fa & Head Of Wealth Planning at Shufro Rose
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Work Experience
Aug 2019 - Present · 5 years and 5 months
Vp - Fa & Head Of Wealth Planning
Nov 2023 - Present · 1 years and 2 months
Vice President & Financial Advisor
Jan 2022 - Nov 2023 · 1 years and 10 months
Advisor
Aug 2019 - Dec 2021 · 2 years and 4 months
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
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Contact Details
  • Email AddressR**@shufrorose.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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