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Shufro Rose logo — Founded in 1938, Shufro Rose has spent more than eight decad...

Shufro Rose

Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first.

Founded 1938 United States New York, United States 28 employees Finance, Financial Services +1

General Information

Company Name Shufro Rose
Founded Year 1938
Location United States New York, United States
Employees 28
Industries Finance, Financial Services, Wealth Management
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About Shufro Rose

Shufro Rose is a financial services startup that has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years. With a focus on putting clients first, the company has advised the fourth successive generation of various families in making crucial financial decisions. The startup prides itself on its talented team of Wealth Managers and Financial Advisors who deliver highly customized financial solutions to a diverse array of clients. The mission of Shufro Rose is to provide thoughtful financial advice and creative solutions when planning for the future, helping clients manage any surprises along the way. The company emphasizes the importance of understanding what is important to the clients, surrounding them with a strong team, and implementing appropriate investment strategies at each step of the way, allowing clients and their families to focus on the things that matter most. As a finance and wealth management company, Shufro Rose is committed to delivering personalized and comprehensive financial services tailored to the individual needs of its clients. With a history dating back to 1938, the company has established a strong foundation in the industry and continues to serve as a trusted advisor for multiple generations of families.

Business keywords: Wealth Management, Financial Planning, Estate Planning, Tax Planning, Retirement Planning, Client-focused, Customized Financial Solutions, Multi-generational Advising, Talented Team, Thoughtful Financial Advice, Creative Solutions, Personalized Services, Long-standing Experience, Family-focused

No funding data available for Shufro Rose yet.

Shufro Rose Alternatives & Competitors

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Shufro Rose vs
The Welch Group
The Welch Group United States

Enriching the lives of others - our clients, our colleagues, and the community we serve.

35 employees
Financial Services, Wealth Management
Shufro Rose vs
Heron Wealth dba Wealthspire Advisors
Heron Wealth dba Wealthspire Advisors United States

Comprehensive solutions for your financial future, including planning, investment advice, retirement...

1 employees
Financial Services, Real Estate
Shufro Rose vs
Wealth Management Partners
Wealth Management Partners Australia

The Real Retirement Specialists

32 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Shufro Rose

Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first.
Shufro Rose was founded in 1938.
Shufro Rose is headquartered in New York, United States.
Shufro Rose operates in Finance, Financial Services and Wealth Management. Its work centres on Wealth Management, Financial Planning, Estate Planning and Tax Planning.
Shufro Rose has approximately 28 employees.
Top alternatives and competitors to Shufro Rose include The Welch Group, Heron Wealth dba Wealthspire Advisors, Wealth Management Partners, River Wealth Advisors , Vantage Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Shufro Rose and The Welch Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Shufro Rose, https://bouncewatch.com/company/shufro-rose, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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