About the Business
Kaufman Financial is an investment firm dedicated to helping clients reach and maintain their life goals through long term relationships. We provide tailored portfolio design based on each individual's risk tolerance, cash flow needs, timeline, and objectives. Our asset allocation process is designed to maximize returns for our clients, and we use the best in-class investment managers to ensure that performance is consistently monitored. Our team of experienced advisors are here to simplify the complexities of investing and provide a comprehensive approach to achieving financial success.
If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
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- After working with two of the biggest firms on Wallstreet, I decided to establish Kaufman Financial, a wealth management firm in New York City. " Being an independent advisor allows us to to search the universe of investment ideas and select only the ones that meet our guidlines." Lyn Kaufman Founder
- (212) 608-8040
- 815 5th Ave Ste 4B, Manhattan, NY 10065
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Opening Time
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Mon
9:00 AM - 7:00 PM
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Tue
Closed
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Wed
Closed
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Thu
Closed
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Fri
Closed
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Sat
Closed
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Sun
Closed