Kimelman & Baird
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
800 3rd Ave Fl 23, New York, New York, 1...Phone Number
(212) 686-0021Website
www.kimelmanbaird.comRevenue
<$5 MillionIndustry
About Kimelman & Baird
Kimelman & Baird is a financial advisory firm that focuses on personalized investment management, retirement planning, and wealth transfer services. With over 55 years of experience, they cater to a diverse clientele, including successful professionals, business owners, affluent families, and non-profit institutions. Their approach emphasizes trust and collaboration, ensuring that each client's unique financial goals and values are prioritized. Utilizing the Goldman Sachs FinLife system, they help clients navigate financial decisions and achieve their desired legacy.Explore more
SIC Code 62,628NAICS Code 52,523Show moreKimelman & Baird Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Kimelman & Baird
<$5M
1-10
Private
-
1995
YM
Yasmeen MockPartner and Chief Operating Officer. Head of Client Relations and Portfolio Administration
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Kimelman & Baird is a financial advisory firm that focuses on personalized investment management, retirement planning, and wealth transfer services. With over 55 years of experience, they cater to a diverse clientele, including successful professionals, business owners, affluent families, and non-profit institutions. Their approach emphasizes trust... Read More