New office more than doubles firm’s New Jersey footprint

November 21, 2023 – GYL Financial Synergies, an independent registered investment advisory firm with offices in New Jersey, Connecticut, New York, and Pennsylvania, is pleased to announce the firm has signed a lease to more than double the size of its office in Parsippany, New Jersey.

The new office at 4 Campus Drive is just over 6,000 square feet. It will include space for the firm to expand the staff in Parsippany as well as two client conference rooms, 10 offices and additional collaboration and workspace for staff to continue serving clients in Parsippany and Northern New Jersey.

“We’re thrilled to have so much more to offer to our highly valued Parsippany clients,” said Gerald Goldberg, CEO and co-founder of GYL Financial Synergies. “With additional room to grow, we’re planning to add new faces to our staff soon. And we’re excited to meet new clients to continue growing in our community.”

The expanded office reflects GYL’s recent growth. In April, Hotaling Investment Management (HIM) in Wayne, Pennsylvania, became part of the GYL Family, enhancing the firm’s expertise in providing tailored investment management and financial planning services for families and foundations. Earlier this year, the team at New York City-based Financial Partners Capital Management (FPCM) joined GYL to provide comprehensive wealth management to high-net-worth individuals and families with a specialty in individual stock-security strategies.

As an independently operated SEC Registered Investment Advisor, GYL was founded on one guiding fiduciary principle: the clients’ interests come first. When someone works with GYL, they get more than a financial advisor; they get an entire team of experts whose priority is the client.

Contact:

GYL Financial Synergies, LLC
(860) 206-7400
info@gylfinsyn.com

About GYL Financial Synergies

GYL Financial Synergies, LLC is an independent registered investment advisory firm with $5.7 billion of assets under management and $3.7 billion of assets under advisement as of March 31, 2023. GYL Financial Synergies is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Learn more about GYL Financial Synergies at www.gylfinsyn.com.

DISCLOSURE STATEMENT

GYL Financial Synergies, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”) and maintains a principal office in the State of Connecticut. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about the firm is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

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