Peller
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
450 Fashion Ave Ste 1707, New York City,...Phone Number
(212) 967-8613Website
www.pellerandcompany.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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2
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1
About Peller
Peller Company specializes in personalized Tax Planning and Wealth Management services, focusing on aligning financial goals with comprehensive strategies. They adopt a three-legged approach that integrates wealth management, tax strategy, and outsourced CFO insights to support families and entrepreneurs. Based in Manhattan, their experienced team caters to an international clientele, emphasizing a personal connection and understanding of clients' financial journeys. Their services include strategic tax optimization, investment management, estate planning, and CFO advisory, all aimed at creating lasting security and preserving legacies.Explore more
Peller Org Chart
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Peller Company specializes in personalized Tax Planning and Wealth Management services, focusing on aligning financial goals with comprehensive strategies. They adopt a three-legged approach that integrates wealth management, tax strategy, and outsourced CFO insights to support families and entrepreneurs. Based in Manhattan, their experienced team... Read More
