Institutional Investment

Clifford Michaels is a financial management firm based in New York, NY, with over 30 years of experience in providing wealth management services to professionals, pre-retirees, and retirees. They offer a holistic approach to financial planning, helping clients accumulate and distribute wealth for a secure retirement through investment management, retirement planning, insurance, and managing finances.

With a focus on personalized risk assessment and comprehensive financial planning, Clifford Michaels aims to guide clients towards financial security and independence. They provide leadership and guidance in tax reduction strategies, asset allocation, creating lifetime income streams, and wealth transfer for the next generation. Proudly partnered with Charles Schwab and Cadaret Grant, Clifford Michaels offers a 5-step process to help clients achieve their financial goals.

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