Joyce Chan's Contact Details

Joyce Chan's Company Details

Kimelman & Baird, LLC

New York, NY, us • 5 - 9 Employees
Investment Bank/Securities Brokerage

Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.5 billion in assets under management.K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest conversation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams.Kimelman & Baird have been serving individuals and families for over 50 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations.When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You'll find the honesty refreshing.We Listen. We Learn. We Invest.Contact Us(212) 686-0021nwilson@kimelmanbaird.comwww.kimelmanbaird.comSecurities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.