New York Financial Advisory Group

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.

Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

About Us

Our Team

Lee Shulman

Senior Vice President / Private Client Group, Financial Advisor

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Hany Farag

First Vice President / Wealth Management, Financial Advisor

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Research & Insights

August Investment Perspectives

Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?

6 Strategies for Concentrated Stock Positions

This article is intended to provide an initial overview of some the different strategy options you may consider to protect and diversify highly concentrated stock positions.

Building a Personalized Asset Allocation

At the core of every financial plan is the asset allocation, which at the highest level, is the optimal mix of asset classes most likely to achieve your long-term investment goals.

Office Information

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Address:

1166 Avenue of the Americas, 21st Floor
New York, NY 10036

Phone:

(212) 940-6994

Email:

lshulman@janney.com

You can get in touch with us directly calling our phone number (212) 940-6994 or dropping us an e-mail lshulman@janney.com.

Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.