Investment management
Active investment management with financial coaching and advice.
Kimelman & Baird
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About Kimelman & Baird
Investment management and financial coaching are central offerings, supported by retirement planning and wealth transfer guidance. The firm uses conversations and the Goldman Sachs FinLife system to identify clients' priorities, money preferences, and goals, then help shape a plan around them. Its work includes preparing for retirement, managing investments, mitigating risk, and facilitating the transition of wealth between generations. The team also helps clients make financial decisions around major life events, including marriage, children, and changes in family circumstances. Services are tailored to individuals, families, and institutions. Kimelman & Baird has advised clients for more than five decades and serves clients in New York City.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Category illustration. Illustrative image for this category. Not provided by the business.
Services & specialities
Highlights
Retirement planning
Guidance to prepare for retirement and mitigate financial risk.
Wealth transfer
Help facilitating the transition of wealth between generations.
Kimelman & Baird Reviews
No reviews yet — be the first to review Kimelman & Baird.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.
No reviews match this filter.