Marian Falcone

Office Manager, CE & Licensing Coordinator at Clarfeld Financial Advisors Llc

Marian Falcone's Professional Contact Details

Email (Verified)

****@clarfeld.com

Get Email Address

(914) 846-0100

Location

New York, New York, US

Company

Clarfeld Financial Advisors Llc

Person Seniority

manager

Marian Falcone's Current Company Details

Clarfeld Financial Advisors Llc

Tarrytown, New York, US • 47 Employees

finance

About Clarfeld Financial Advisors The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld's team of CFAs, CPAs, attorneys and CFPÂ®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. With a staff of 100 professionals, including 17 shareholders, Clarfeld is large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client's unique circumstances. Clarfeld presently manages over $6 Billion in assets. Clarfeld has been ranked NY's #1 advisor for the 9th consecutive year and #2 Nationwide by Barron's. For more information, contact us at [email protected], call 914-846-0100 or visit our website, www.clarfeld.com. See Important Disclosure: http://www.clarfeld.com/important-disclosure-information/

Founded Year

1981

Organization Website

clarfeld.com

Organization Languages

English

Organization Revenue

17500

Current Technologies

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Job Functions

Finance

Operations

Education

Consulting

Information Technology

financial planning

tax planning & preparation

investment management

retirement planning

wealth management

multi family office services

divorce planning

estate & trust planning

cross border estate tax planning

wealth management investment management financial planning tax planning & preparation multi family office services estate & trust planning retirement planning divorce planning cross border estate tax planning

finance