Welcome

Joel Isaacson & Co., LLC provides comprehensive financial planning services for its clients. The firm is dedicated to helping clients manage risk and investments, improve cash flow, reduce or defer income taxes, and preserve capital through estate and retirement planning. We are registered as an investment advisor with the Securities and Exchange Commission.

Our approach is holistic. We examine our client's overall financial picture, coordinating the legal, investment, and tax advice provided by attorneys, stockbrokers, and other specialists to create a carefully constructed program. Joel Isaacson & Co., LLC presents and suggests only those products that fit into an individual client's master plan. We don't sell pre-designed plans or investment products. We are compensated strictly on a fee-only basis so you can rely on our complete objectivity. Our reward is based on satisfying our clients which means providing maximum efficiency at minimum cost.

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