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Financial Advisor   

$387MM AUM | $4.7MM GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$4,671,817
Number of Accounts
1,014
Avg Client Age
55

Overview

We realize that transitioning your relationships to the right firm is extremely important to you. Berson & Corrado is both a CPA firm and an RIA, with locations in NYC and Bergen County NJ.

We offer a comprehensive suite of service to our clients. Across the firm we have the ability to bring in experts in the field of asset management, tax, estate planning, and insurance, to maximize the client experience through a team approach.

We look forward to the opportunity of exploring any synergies between our firms.

 
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