Shields & Company

Call

Advertisement

78 Forest Ave
Locust Valley, NY 11560

Wellington Shields & Co. LLC, located in New York, NY, is a reputable wealth management firm with nearly a century of experience on Wall Street. Their approach is characterized by a blend of tradition and innovation, utilizing cutting-edge technology alongside time-tested processes to assist clients in achieving their financial goals.

Established in 1925, the firm prides itself on offering personalized services akin to an independent firm while leveraging the resources of a larger organization. Wellington Shields is committed to fostering lasting relationships with clients across generations, ensuring a tailored approach that considers both short-term objectives and long-term legacies.

With a rich history in wealth management, Wellington Shields has evolved over the years to provide meaningful solutions to individuals, families, and institutions. Their disciplined, long-term investment strategies have been instrumental in navigating various market cycles and helping clients meet their financial objectives.

Generated from the website content

Own this business?
See a problem?

You might also like

Pragmatic Patent Management
Investment advisory service, Financial consultant, Building maintenance, except repairs

Pragmatic Patent Management

Whiston Asset Management is a Registered Investment Advisor, with 29 years of experience servicing the individual financial needs of investors. We are a fee based management firm focused on Asset Allocation. As a Financial and Insurance services company, we are better able to service the individual, and business needs of our global customers. We are Advisors who focus on knowing our customers and meet with each one individually. We are focused on giving you the client access to professional money management and investment choices needed to deliver the customized services to meet your investment objectives. We are a company that takes the time to understand each customer's long-term investment and insurance needs. We are in the business of offering long-term savings solutions and diversified retirement products. A company that can manage each clients risk tolerance by putting together customized products and services. We are a company who believes it is our job to stay current with market trends and economic changes and our obligation to know our customers. At Whiston Advisors, we use independent research, select the best managers, and use the latest technology. We follow a clear-cut, stream lined flexible structure for decision-making. Whiston Advisors is a company that is easy to do business with. We are a company that gives you access to your portfolio manager. A company that is accessible- anywhere, anytime, through a variety of channels, including toll free telephone, wireless texting, Internet, e-mail.
United StatesNew YorkLocust ValleyShields & Company

Advertisement