600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528 Email: ipost@fifthsetinvestment.com Phone: 646-783-9717 Fax: 646-572-8737
Second Opinion
We are passionate about helping young professionals and small business owners develop smart solutions for their investment and financial planning challenges.
An initial meeting can be held at our Harrison office, by phone or virtually through a video call.
We offer a complimentary portfolio review during which we offer our perspectives on your current investment strategy. Following our review session, you will have a better understanding of: