Kaufman Financial

Manhattan, NY Company Opening
(212) 608-8040
(212) 608-8040
815 5th Ave Ste 4B, Manhattan, NY 10065

815 5th Ave Ste 4B, Manhattan, NY 10065

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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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Publisher Info

  • 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
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 7:00 PM
  • Tue
    Closed
  • Wed
    Closed
  • Thu
    Closed
  • Fri
    Closed
  • Sat
    Closed
  • Sun
    Closed
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