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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
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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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, UT, VA, and WI



This communication is strictly intended for individuals residing in the state(s) of AZ, CT, DE, FL, MD, MA, MI, NJ, NY, NC, PA, SC, UT and VA. 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.