Raymond J Passero Financial Advisor - Mahopac, New York

Raymond J Passero Financial Advisor: A Comprehensive Overview

For individuals and families seeking expert financial guidance and secure life insurance solutions, Raymond J Passero Financial Advisor stands as a dedicated resource. Located at 960 US-6 Suite 170, Mahopac, NY 10541, and reachable at 48378642, this firm provides personalized services designed to meet a diverse range of financial needs. This detailed overview will explore the firm's offerings, its accessibility, and the current feedback it has received.

About Raymond J Passero Financial Advisor

Raymond J Passero Financial Advisor operates as both a financial consultant and a life insurance agency. This dual role allows them to offer a holistic approach to financial planning, integrating investment strategies with comprehensive life insurance coverage. The firm’s core mission is to empower clients to achieve their financial goals through informed decisions and proactive planning. They specialize in helping clients navigate complex financial landscapes, including retirement planning, investment management, estate planning, and risk management through appropriate life insurance products. The advisor focuses on building long-term relationships with clients, prioritizing understanding their unique circumstances, risk tolerance, and aspirations.

Location and Accessibility

The firm’s physical location at 960 US-6 Suite 170, Mahopac, NY 10541, provides a convenient point of contact for clients. It’s easily accessible via US-6, a major thoroughfare in the region. Furthermore, the office is designed with accessibility in mind. Specifically, it boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. These features demonstrate a commitment to inclusivity and ensuring that all clients can comfortably engage with the firm’s services. The commitment to accessibility is a significant positive for individuals with mobility challenges.

Services Offered

• Financial Consulting: Raymond J Passero Financial Advisor provides customized financial plans tailored to individual client needs. This includes budgeting, cash flow analysis, debt management, and goal setting.
• Life Insurance Agency: The firm offers a wide selection of life insurance products, including term life, whole life, and universal life insurance. They help clients determine the appropriate coverage amount and policy type to meet their specific requirements.
• Retirement Planning: They assist clients in developing strategies for achieving a secure retirement, considering factors such as savings, investments, and Social Security benefits.
• Investment Management: Raymond J Passero Financial Advisor can help clients build and manage investment portfolios aligned with their risk tolerance and financial goals.
• Estate Planning: The firm provides guidance on estate planning matters, including wills, trusts, and power of attorney.

Client Feedback and Reputation

Currently, Raymond J Passero Financial Advisor has 0 reviews on Google My Business. This limited feedback highlights the need for more clients to share their experiences. The average opinion, as reflected in the lack of reviews, is 0/5, indicating that the firm currently lacks substantial public feedback. It’s important to note that a lack of reviews doesn’t necessarily reflect poor service, but rather a potentially small client base or a recent establishment. Potential clients should exercise caution and conduct thorough due diligence before engaging with any financial advisor, regardless of their online presence.

Recommendations for Prospective Clients

For individuals considering Raymond J Passero Financial Advisor, several recommendations are prudent. First, it’s advisable to schedule a consultation to discuss your financial goals and circumstances. During this consultation, you can assess the advisor’s expertise, communication style, and approach to financial planning. Second, request references from existing clients to gain insights into the firm’s performance and client satisfaction. Third, verify the advisor’s credentials and licensing through the appropriate regulatory bodies. Finally, carefully review the firm’s fee structure and understand all associated costs. Given the current lack of reviews, seeking independent verification of their services and proactively gathering client testimonials is particularly important.

Contact Information

Address: 960 US-6 Suite 170, Mahopac, NY 10541
Phone: 48378642
Website: (Currently unavailable)

Raymond J Passero Financial Advisor aims to provide reliable and tailored financial solutions. The commitment to accessibility further enhances their appeal to a broad clientele.