Clarfeld Financial Advisors

Clarfeld Financial Advisors, LLC, headquartered in Tarrytown, 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 CFPs® provides full investment and wealth management services, including comprehensive income tax planning and compliance, estate planning and highly personalized concierge family office services. Clarfeld presently manages more than $6 billion in assets.