Achieving your goals It starts with insightful advice
Brad M. Lipsig
Senior Vice President - Wealth Management
Senior Portfolio Manager
212-309-3122
855-264-0843
299 Park Avenue
8th, 9th + 11th Floor
New York, NY 10171
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
If you would like more information please click on the LinkedIn icon on the left side of this screen, or complete the Contact Me form- I am happy to meet you and hope to be of service!