Paul Tramontozzi, CFP®

Purchase, NY 10577

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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Hours Mon - Fri: 09:00 - 17:00, Sat - Sun: Closed	Phone (914) 428-6440	Address 2900 Westchester Avenue, Suite 308 Purchase, NY 10577
Website http://www.paultramontozzi.com/	Email paul.tramontozzi@lobplanning.com
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