Thank you to WealthManagement.com for featuring us in their RIA Roundup following the launch of DSJ Wealth Management. We were very deliberate in selecting an RIA who shares our client-focused philosophy and we are looking forward to working closely with Nottingham Advisors Asset Management, who currently oversee about $4 billion in assets.
DSJ Companies
Financial Services
Westbury, New York 512 followers
Trusted Advisors for Tomorrow
About us
Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York. With a commitment to being the "Trusted Advisors for Tomorrow," DSJ provides a comprehensive range of financial services to individuals, nonprofit institutions and businesses, including tax planning, accounting, financial advisory, and wealth management.
- Website
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http://www.dsj.us
External link for DSJ Companies
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Westbury, New York
- Type
- Partnership
- Founded
- 1972
- Specialties
- Tax Services, Litigation Support, QuickBooks ProAdvisors, Consulting Services, Bankruptcy, Wealth Management, and Accounting
Locations
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Primary
Get directions
1400 Old Country Road
Suite 310E
Westbury, New York 11590, US
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Get directions
505 8th Ave
Suite 600
New York, NY 10018, US
Employees at DSJ Companies
Updates
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We are excited to announce the establishment of DSJ Wealth Management LLC, a fully licensed New York State wealth management company. This strategic initiative positions DSJ as the "Trusted Advisor for Tomorrow," offering clients a seamless blend of tax and financial planning expertise all under one roof. DSJ is partnering with a Buffalo-based SEC Registered Investment Advisor (RIA) to launch the new endeavor. This collaboration will provide clients with customizable portfolio designs, leveraging the managers' experience while DSJ focuses on tax and financial planning, creating a comprehensive financial view for clients.
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