Wealth creation strategies in Yorktown Heights, New York

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

SS&C Globe Op is a leading finance institution located at 1565 Front Street in Yorktown Heights, New York, United States. With a strong reputation for excellence in the financial services industry, SS&C Globe Op offers a wide range of financial solutions to clients around the world. Their team of experienced professionals is dedicated to providing top-quality services and innovative solutions to help clients achieve their financial goals. Whether you are looking for investment management, risk analysis, or other financial services, SS&C Globe Op is committed to delivering exceptional results for their clients.