Klingman and Associates, LLC Email Format

Financial ServicesNew York, United States11-50 Employees

Klingman and Associates, LLC operates in the financial services field as a wealth management practice that provides comprehensive financial planning alongside unbiased investment guidance. It targets high net worth individuals and their families and works with a network of legal, insurance, and tax professionals to deliver cohesive wealth solutions. The firm emphasizes delivering comprehensive financial guidance across all aspects of a client’s finances, coupled with a high level of personalized service. 

Based in New York City, New York, the company identifies as an independent advisor within the wealth management space and operates as a small to mid-sized practice. A notable personnel development occurred in 2019, when Michelle McKinnon joined the firm as a Wealth Advisor. More information about Klingman & Associates can be found on its website, klingmanria.com.

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