Check the background of this financial professional on FINRA's BrokerCheck.
Professional Financial Consultants
914-455-2200
pfcllc@ae.cadaretgrant.com
News Feeds

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
  • Is It Time to Declare Your Financial Independence?
    No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the
  • Should You Invest Internationally?
    Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio.
  • Why Not Do It Now? New Research on Procrastination
    Do you have a tendency to push off important tasks? Do you do things at the last minute, or maybe not do them at all? If so, you're not alone. About one in five adults
  • Have you checked your tax withholding lately?
    If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your
  • Do I need to pay estimated tax?
    Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by making estimated tax
    
PreviousNext
Latest Video Client Alert
Monthly Market Review
Annual Market Review


 
 
 

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Professional Financial Consultants and Cadaret, Grant & Co., Inc. 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.