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Professional Financial Consultants
914-455-2200
pfcllc@ae.cadaretgrant.com
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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

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.


Newsletters
  • Four Ways to Double the Power of Your Tax Refund
    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Spring Cleaning Your Finances
    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
  • What are bond ratings?
    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
  • What bond ratings do agencies use?
    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
    
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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

 


Check the background of this financial professional on FINRA's BrokerCheck.