|
||||||
| Who We Are | Meet Our Team | How We Can Help You | Client Profiles & Links | In The Press | Clients Only | Contact Us |
|
|
| Gay Money. Straight Advice. |
|
• Specialists in the unique financial planning issues of LGBT individuals and families • Comprehensive, personalized strategies to grow and preserve assets • Independent wealth manager with full-service solutions |
|
Since 1981, the Christopher Street Financial team has focused on serving the unique needs of same-sex couples and LGBT individuals. In addition, we have helped countless straight friends to successfully navigate their financial lives. |
We believe that every investor can benefit from our approach. In these challenging times, wouldn't you agree that a second opinion is essential? |
|
|
We believe that getting the investment component right is just the first step toward financial success. As financial planners we take a comprehensive, highly strategic approach to growing and guarding your nest egg. Our team of professionals includes specialists in estate planning, taxation, insurance, and retirement planning. |
Julie Petrow-Cohen, Senior Financial Advisor at Christopher Street Financial has more than 18 years of industry experience at leading financial institutions. Julie lives in Maplewood, NJ with her partner and two children. We invite you to schedule a time to meet Julie in either the firm's Manhattan office, or locally at a mutually convenient location. |
| 215 Park Avenue South, Suite 1402 · New York, NY 10003 |
|
Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. NFP Securities is not affiliated with Christopher Street Financial |