Weissman Equities

Weissman Equities sits in a quiet corner of SoHo, offering financial planning services without fanfare. At 69 Charlton St, New York, NY 10014, this office provides straightforward planning tools for individuals and families seeking structure. Planning a secure income stream, rolling out a retirement strategy, or reviewing investment options can start here.

Clients often drop by for education on portfolio diversification or insurance needs they’ve been postponing. Tax-efficient withdrawal methods and risk tolerance assessments round out the usual retirement conversations. Some visitors just need a second pair of eyes on their estate documents—simple, direct advice without upselling.

Reach the team at (646) 893-3071 to schedule a visit or clarify next steps. Directions to the office are easiest with this map.