Introduction
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.
Contact Info
Address:
2900 Westchester Avenue, Suite 308
Purchase
NY 10577
United States
Purchase
NY 10577
United States
Tel:
914-428-6440
Website:
https://www.paultramontozzi.com
Offering
- financial planning
- investment advice
- financial advice
- life insurance
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9:00AM | 5:00PM | ||||
| Tuesday | Open | 9:00AM | 5:00PM | ||||
| Wednesday | Open | 9:00AM | 5:00PM | ||||
| Thursday | Open | 9:00AM | 5:00PM | ||||
| Friday | Open | 9:00AM | 5:00PM | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
