Paul Tramontozzi, CFP®

Financial Planner

2900 Westchester Avenue, Suite 308
10577 Purchase
USA

Website:
http://www.paultramontozzi.com/

Description:
As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.

List of Services:
investment management, financial planning, life insurance

Business Hours:
Mon-Fri: 09:00 - 17:00
Sat-Sun: Closed

Social Media Profile:
Facebook: https://www.facebook.com/paultcfp
Twitter: https://twitter.com/PaulTramontozzi
LinkedIn: https://www.linkedin.com/in/paultramontozzi/


For more information, please contact us with the following details:

Contact Email:
[email protected]

Contact Telephone:
+1 914-996-7505

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