About Joseph
What are you doing today to prepare for your goals tomorrow? I take the time to understand what’s truly important to you —whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
Areas of focus
Credentials & background
Designations
Education
Boston College
Clients served
Regulatory
- Advisor CRD #4813465
- Firm CRD #6363
The firm
Before we meet, consider these financial questions: What are your most important financial goals right now? What concerns you most about your finances? Did a specific life event or need prompt you to seek advice? How are your investments performing in current market conditions? What are you looking for from a financial advisor? What are you not receiving currently? To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.
800 Westchester Ave Ste S-508, Rye Brook NY, 10573-1332$1.694T assets under management