Settanni Financial

Financial ServicesNew York, United States2-10 Employees

Are you looking for a Private Wealth Manager in Westchester County?  Settanni Financial is a Private Wealth Management firm in Armonk, NY.  Our areas of expertise are asset management, estate planning, and retirement planning.  We work with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver a high quality experience to our clients.  
We focus on three areas of investing that we can control; taxes, fees and risk.  

*We have combined over 30 years experience managing taxes, investments, estates, and trusts in Westchester County.
Advisory services are offered through Sutton Place Investors LLC dba Settanni . Advisory services are only offered to clients or prospective clients where Settanni Financial and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. Sutton Place Investors LLC dba Settanni Financial is a registered investment advisor. Settanni Financial provides investment advisory and related services for clients nationally. Settanni Financial will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SettanniFinancial.com.

Sign up for free to view info

Email Format Employee directory