Private Clients

Cash Management
Equities
Estate Planning/Wealth Preservation
Fee-Based Solutions
Fixed Income
Insurance
Investment Banking
Managed Money Programs
Mutual Funds
Research
Retirement Services

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

Fee-Based Solutions

Through National Financial Services LLC, our clearing agent and a unit of Fidelity Investments, clients of Joseph Gunnar & Co. can choose from a variety of fee-based solutions ranging from fully bundled fee-based programs to individual services to complement an existing program.

A mutual fund wrap and separate account management programs provide clients with access to comprehensive solutions. Individual services are also available, including fee-based billing and performance reporting.

Find Out More

To learn more about Joseph Gunnar & Co., LLC, contact:

Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650