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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 2017 Cadaret Grant Top Advisors!  This is the 18th 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
  • What to Do If Your Term Life Insurance Policy Is About to Expire
    One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection
  • Infographic: Working in Retirement
    Content will appear in the future.
  • Take Charge of Your Student Debt Repayment Plan
    Outstanding student loan debt in the United States has tripled over the last decade, surpassing both auto and credit card debt to take second place behind housing debt
  • What are the new rules for 401(k) hardship withdrawals?
    The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar plans. Not all plans
  • Should I enroll in a health savings account?
    A health savings account (HSA) is a tax-advantaged account that you can establish and contribute to if you are enrolled in a high-deductible health plan (HDHP). Because
    
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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, MI, NC, NM, NJ, NY, PA, SC, TX, UT, VA, WI and WY



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DE, FL, MA, NJ, NY, NC, PA, UT and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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