Paul Tramontozzi, CFP®
(914) 996-7505
2900 Westchester Avenue , Suite 308, Purchase, New York, 10577
About us
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.
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66 Old Well Road, , Purchase, New York, 10577
(914) 582-6166