Joel Isaacson & Co., Llc
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 30 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.
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Verified contacts
54
available on Kipplo
LinkedIn employees
53
51 to 200 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
1
tools in use
Monthly traffic
154
organic / mo
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Decision-makers and verified team members
54 contacts with verified email or phone · masked until revealed.
- MB
Michael Buccino
Director · General Business & Management
EmailPhone - EA
Elizabeth Angebrandt
Controller · Finance & Accounting
EmailPhone - AF
Alex Facini
Associate Financial Advisor · Finance & Accounting
EmailPhone - AS
Annmarie Standfast
Remote Reception · Customer/Client Service
EmailPhone - JB
Jonathan Bernotas
Paraplanner · Finance & Accounting
EmailPhone - JA
Joseph Angebrandt
Wealth Management Associate · Finance & Accounting
EmailPhone - MK
Marta Koziol
Tax Accountant · Finance & Accounting
EmailPhone - CB
Cameron Bowhay
Joel Isaacson & Co, Llc · Other
EmailPhone - DM
Daniel M. Lorio
Joel Isaacson & Co, Llc · Other
EmailPhone
Showing 9 of 54 verified contacts
Top roles at Joel Isaacson & Co., Llc
30 distinct titles indexed · top 10 shown.
- 16joel isaacson & co, llc
- 4managing director
- 3director
- 2associate financial advisor
- 2joel
- 2joel isaacson & co, inc
- 2wealth management associate
- 1administrative assistant
- 1alternative investments operations & reporting associate
- 1associate advisor
- +20more titles
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