Clarfeld Financial Advisors Revenue and Competitors

“I don’t know where the friendship ends and the business begins. It’s one seamless relationship.” In an industry where it seems that every financial service provider carries the moniker of “financial planner” or “financial consultant,” the ability to articulate a differentiation is extremely challenging for the service provider and, even more so, for the potential client, who is placing, to a significant degree, their financial future in the hands of a financial professional. On the most basic level, we, too, are financial planners and consultants. Where we differentiate ourselves is that, far beyond these labels, we are “Wealth Strategists” who take on the role as our clients’ \"Financial ConfidantesTM”. In every meaningful metric we have the experience and gravitas that distinguishes our firm as unique in the financial services industry. Given the opportunity, we will prove it to you.