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Jon R. Persson, CFP®

Geller Family Office Services LLC

909 Third Ave
New York, NY 10022-7604
Phone: (212) 583-6248
Fax: (212) 583-6480

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Household Income Minimum: $0
Investable Asset Minimum: $5,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.