Shufro Rose Employee Directory
Investment ManagementNew York, United States11-50 Employees
Shufro Rose is an investment management firm based in New York City that provides wealth management and comprehensive financial planning services. With a history spanning more than eight decades, the firm offers customized capabilities in wealth management, estate planning, tax planning, retirement planning, and risk management, delivered by a team of wealth managers and financial advisors. Its client base includes families and individuals, with a focus on multi-generational wealth. The organization emphasizes personalized service and coordinated investment strategies to help clients focus on what matters most. In October 2021, CNBC recognized Shufro Rose on its Financial Advisor 100 list, ranking the firm No. 99.