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Paul Tramontozzi, CFP®

Paul Tramontozzi, CFP®

2900 Westchester Avenue, Suite 308, Purchase, New York, 10577

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+1 914-996-7505 (Phone)

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
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.
Products investment management, financial planning, life insurance, retirement planning, long term care
  • 2900 Westchester Avenue, Suite 308, Purchase, New York, 10577
  • Get Directions

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