Shufro Rose & Co

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(212) 754-5100Call Visit WebsiteVisit Website Map & DirectionsDirections600 Lexington AveNew York, NY 10022 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near New York with Investment Advisory Service

Long Island City (2 miles)
Astoria (4 miles)
Hoboken (5 miles)
Jackson Heights (7 miles)
Elmhurst (8 miles)
Jersey City (10 miles)
Forest Hills (11 miles)
Brooklyn (12 miles)
Flushing (13 miles)
Bronx (14 miles)

More Info

General Info

Founded in 1938, Shufro, Rose & Company is registered with the U.S. Securities and Exchange Commission as a broker-dealer and investment adviser. It is a member of the New York Stock Exchange. Shufro, Rose & Company, also known as SRC, specializes in the discretionary management of investment portfolios. The company is independently owned by working members. Shufro, Rose & Company s clients maintain managed accounts in which it makes individualized investment decisions.

Extra Phones

Fax: (212) 754-5111

TollFree: (800) 544-6666

Location

Manhattan Tower

AKA

Shufro Rose & Co LLC

Edward G Shufro Investments

Other Link

http://www.shufrorose.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services

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Details

Phone: (212) 754-5100

Address: 600 Lexington Ave, New York, NY 10022

Website: http://www.shufrorose.com

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This framework is an entry point to working with us, but it is also iterative. Goals are dynamic, and we return to the
Income Tax

Investment Management
Managing your investments can feel like a full-time job, and that’s because it is. One of the cornerstones of our practice is managing the investments and assets of our clients to ensure they are positioned as favorably as possible. And it all starts with our unique investment approach.
Wealth Management
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Financial Planning
One of the cornerstones of our practice is our expertise in financial planning. We work toward turning our clients’ goals into actionable, elevated strategies that work continuously toward achieving those goals. Our teams have different management styles, so you will always be able to find the perfect fit for your circumstances.
Retirement Planning
Asset Management
We design your strategy for moving forward together. We implement elevated investment strategies, agree upon asset allocation, and develop vehicles that best suit your financial goals and needs. Once underway, we will monitor your progress and make tactical adjustments in response to the opportunities and obstacles that we encounter along the way.
Charitable Remainder Trusts
In The Shufro-Glass Group, we truly believe in giving back to our community. And we encourage our clients to give back and support their own communities as well. There’s no better reward for doing well than doing good. We help establish Donor Advised Funds, Foundations, Charitable Remainder Trusts, and other vehicles that maximize the impact our clients have on their communities. Together, we can live heroically.

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