George Connerat Jr.

Services Offered

• Investment Management
• Insurance Strategy Design
• Holistic Financial Planning

About

George Connerat Jr. is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. His services include investment management and insurance strategy design, tailored to high net worth individuals, families, corporate executives, and businesses. George employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance, ensuring personalized financial guidance.

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