TARRYTOWN, N.Y. -- A Tarrytown wealth advisor was recently honored by Forbes Magazine.
Rob Clarfeld, CEO of Clairfeld Financial Advisors, was named 6th in Forbes' recent list of the 2016 Top Wealth Advisors. Clarfeld deals with wealth management, investments and family office services.
“Investments are a critical part of our business” says Clarfeld. “But what really differentiates high quality boutiques from the large brokerage houses is the entrepreneurial approach to integrated wealth management, attributes that often are quite limited within the institutional culture of the mega firms.”
Clarfeld said they were amused and motivated to be told by their clients that they are a best kept secret among wealth advisors.
To read the Forbes article, click here.
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