Paul Tramontozzi, CFP®

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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Paul Tramontozzi, CFP® Categories
Financial Planning and Management Services
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Additional Business Information
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
Contact   Paul Tramontozzi Other  
 
 
 
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