712 INVESTMENT GROUP

712 INVESTMENT GROUP



Global Wealth Management

560 LEXINGTON AVENUE
 Floor No. 02,  NEW YORK,  NY  10022
Directions to Branch

Phone: (888) 775-3752
Email:  

Barrons Image

PROFESSIONAL STAFF

(212) 303-4075 Resident Director
(212) 303-4078 Financial Advisor
(212) 303-4080 Financial Advisor
(212) 303-4073 Financial Advisor
(212) 303-4076 Financial Advisor
(212) 303-4071 Financial Advisor
(212) 303-4082 Financial Advisor
(212) 303-4074 Senior Associate
(212) 303-4077 Registered Client Associate
(212) 303-4083 Client Associate
(212) 303-4081 Client Associate
(212) 303-4072 Client Associate
(212) 303-4079 Client Associate

PROFESSIONAL PROFILE

The 712 Investment Group provides personalized client service and expert financial advice to affluent families, executives, business owners, foundations and endowments.

Headquartered in Midtown Manhattan (with a satellite office in the San Francisco Bay area), we currently oversee in excess of $2.5 Billion of client assets and liabilities, and have over 28 years of investment management experience. From 2006-2008, we were selected as one of the top 50 Wealth Managers by California CEO Magazine, and then by the San Francisco Business Times. In 2009, our team was seleted as one of Barron's Top 1,000 Financial Advisors.

We offer a comprehensive array of Wealth Management services, including: Financial and Retirement planning, Private Asset Management, Philanthropic Planning, Liability Management, Estate Planning Reviews and Wealth Transfer Strategies.

We are accepting new clients with a minimum of $1,000,000 in combined personal and/or business-related assets.

Loading Map...

John O'Neill is registered to do business in: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

John O'Neill is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Richard Wald is registered to do business in: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

Travis O'Brien is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

Brian Noone is registered to do business in: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

Michael Smyth is registered to do business in: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

Dan Jeffers is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

For questions regarding registration information please contact your Financial Advisor.