LPL Financial, Peter Sclavo CERTIFIED FINANCIAL PLANNER , CHARTERED LIFE UNDERWRITER , ENROLLED AGENT. - Eastchester, New York

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LPL Financial and Peter Sclavo: Expert Financial Guidance

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LPL Financial stands as a prominent financial advisory firm, providing comprehensive financial planning and consulting services to individuals and families across the United States. Within this network, Peter Sclavo emerges as a highly regarded financial professional, distinguished by his expertise and dedication to client success. He holds the prestigious designation of CERTIFIED FINANCIAL PLANNER (CFP®), signifying a deep understanding of financial planning principles and a commitment to ethical practices. Furthermore, his credentials as a CHARtered LIFE UNDERWRITER (CLU®) demonstrate his specialized knowledge in life insurance products and their strategic role in comprehensive financial plans. Mr. Sclavo's expertise is also bolstered by his status as an ENROLLED AGENT (EA), granting him the authority to represent taxpayers before the Internal Revenue Service (IRS), offering invaluable tax planning and resolution capabilities.

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Who is Peter Sclavo

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Peter Sclavo is recognized within the financial community for his role as a dedicated financial consultant and planner. Based in Eastchester, New York, his practice operates under the larger umbrella of LPL Financial, allowing clients access to a broader network of resources and support while benefiting from his personalized attention. His professional approach focuses on understanding the unique financial goals, risk tolerance, and life circumstances of each client, enabling him to craft tailored strategies for wealth management, retirement planning, and overall financial security. Clients seeking financial guidance often look to individuals like Peter Sclavo, whose multifaceted expertise positions him to address complex financial challenges.

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Services Offered

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As a Financial Consultant and Planner, Peter Sclavo provides a wide array of services designed to guide clients through their financial journey. His offerings typically include:

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• Comprehensive Financial Planning:

  This involves a thorough analysis of a client's current financial status, future goals, and potential obstacles, leading to a customized roadmap for achieving objectives such as retirement readiness, debt management, and estate preservation.

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• Wealth Management:

  Strategies for building and preserving assets through prudent investment selection and ongoing portfolio monitoring, aligning with the client's risk profile and return expectations.

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• Tax Planning:

  Leveraging his EA designation, Peter Sclavo incorporates tax-efficient strategies into financial plans, exploring avenues for deductions, tax-deferred growth, and potential tax minimization.

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• Retirement Planning:

  Developing robust strategies to ensure clients can maintain their desired lifestyle during retirement, considering factors like Social Security optimization, required minimum distributions (RMDs), and income sources.

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• Estate Planning Support:

  Collaborating with clients to understand their legacy goals and how financial planning can support the transfer of wealth according to their wishes, often involving life insurance considerations informed by his CLU expertise.

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Location and Accessibility

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For clients seeking face-to-face meetings, Peter Sclavo's office is conveniently located at 266 White Plains Road, Suite A-2, Eastchester, NY 10709. The location is easily accessible by various modes of transportation, making it feasible for clients in the local area to visit. The practice is committed to accommodating all clients, ensuring a comfortable experience. The facility features a wheelchair accessible parking lot and a wheelchair accessible restroom, reflecting a thoughtful consideration for diverse client needs. A well-maintained restroom is also available for all visitors.

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Contact Information and Recommendations

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Appointments are highly recommended to ensure dedicated time can be allocated to discuss individual financial needs and goals. Prospective clients can reach Peter Sclavo directly by calling the provided telephone number, 186842035. While a specific website is not listed, contacting the office via phone or visiting in person is advised for initial consultations and to gather more detailed information about his specific services and fees.

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When seeking financial advice, it is crucial to consider credentials, experience, and client testimonials. Mr. Sclavo's combination of CFP, CLU, and EA designations highlights his comprehensive skill set. Although the mention of a 5/5 average rating from Google My Business, based on 2 reviews, suggests a high level of client satisfaction with responsiveness and service quality, conducting thorough research through various channels is always advisable. Potential clients are encouraged to inquire about the fee structure, areas of specialization, and whether his investment recommendations align with their specific needs before committing to a long-term relationship. Building trust and a clear understanding are paramount in financial planning.

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"summary": "LPL Financial's Peter Sclavo offers expert financial planning with CFP, CLU, and EA credentials. Based in Eastchester, NY, he provides comprehensive financial services.",
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