Philip J. Fulco, Jr., CFP®
We wish to remind our clients of our new location in Dutchess County. Please update your records to:
Professional Financial Consultants, L.L.C.
1289 Route 9, Suite 3
Wappingers Falls, NY 12590
Congratulations to Bill Settembrino and John Settembrino for achieving 2016
Cadaret Grant Top Advisors! This is the 17th year that this recognition has been achieved!!.
Welcome to Professional Financial Consultants L.L.C.. Our firm has been providing our clients with sound financial advice since 1983.
Professional Financial Consultants is an Independent Financial Services Firm that provides individuals, families and small businesses, as well as trusts and charities with independent investment advice to create a secure investment plan. We assist our clients
with planning a strategy to achieve long term goals and objectives while building for a secure future. Our representatives have over 70 years of combined experience. This experience is built in both the investment and insurance fields, which allows us to
offer many investment solutions and assist in retirement income planning.
As a firm we develop a strong trust with our clients familiarizing ourselves with their needs and addressing their concerns to achieve maximum efficiency in planning for their futures. The development of this relationship helps us identify the proper investment
goals and objectives while mitigating tax exposures.
We invite you to contact our office and set up an appointment to discuss your needs and how we would be able to assist you.
Securities offered through Cadaret, Grant, & Co., Inc. Member FINRA/SIPC. Professional Financial Consultants, LLC and Cadaret Grant are separate entities. Securities licensed in AZ, AR, CA, CO, CT, DE, FL, IN, MA, NC, NM, NJ, NY, PA, SC, VA, and WI