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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 Happened to Your Money?
    If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned,
  • Hybrid Funds: Balanced, Lifestyle, or Target?
    Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio
  • Reviewing Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance
  • Should I consider requesting a deferment or forbearance for my federal student loans?
    Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal
  • Are my student loans eligible for public service loan forgiveness?
    If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan
    
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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.