Rick Perlman, CFP , AIF - The Perlman Group: Private Wealth Management

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Business Details

Accessibility
Wheelchair accessible restroom
Amenities
Restroom
Planning
Appointments recommended

About

Rick Perlman, CFP®, AIF® - The Perlman Group: Private Wealth Management provides professional financial planning services in the heart of New York City. As a dedicated financial planner, the firm is committed to offering strategic guidance and personalized attention to clients navigating their financial journeys. The practice operates with a focus on professionalism and expertise, ensuring that each client receives the highest standard of care in managing their financial future.

Located at 2 Wall St, 10th floor, New York, NY 10005, the office is situated in the historic Financial District of Downtown Manhattan. This central location provides accessibility for clients throughout the New York metropolitan area. The firm operates with standard business hours, closing at 08:00 PM, to accommodate the demanding schedules of professionals and individuals seeking financial guidance.

Operating from the prestigious address of 2 Wall Street, the firm maintains a presence in one of the world's most recognized financial centers. The location in Downtown Manhattan underscores the firm's connection to the broader financial community and its commitment to serving clients within this dynamic economic environment. The office on the 10th floor offers a professional setting for consultations and meetings.

For inquiries or to schedule a consultation, clients and prospective clients can contact the office directly at +1 973-975-4715. The Perlman Group is dedicated to maintaining open lines of communication and providing responsive service. Whether you are seeking to establish a new financial plan or review existing strategies, the firm is prepared to assist you from its convenient Downtown Manhattan location.

Technical Info

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Feature ID 0x89c25a172499c121:0x47cf5dafdbcd7339
Created 09 Jan 2025
Updated 07 Jul 2026

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