Tony Taddeo, CFP®

Pleasantville, New York, 10570
advisor

Member Since 2007

My role is to help clients achieve their goals and make those changes in their financial lives that will result in greater financial security, peace of mind and personal freedom. Our philosophy is to take an advice and relationship driven approach with our clients to provide independent, ethical and trustworthy advice.
Contact Tony
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 13

  • Education

    • Fordham University (BA-1992-1996)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Financial Planning Association

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Hourly fee, Fixed fee

  • Primary Custodian(s)

    • Genworth Financial Trust Company
    • Schwab
    • Pershing

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Custodial Report (Quarterly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • Tony Taddeo is a Registered Investment Advisor
    • CRD/IARD Number: 5110448
    • Securities Registrations: Series 7, Series 63
    • Insurance Licenses: Life, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: Financial Planning Associates, LLC
    • Broker/Dealer: Newport Coast Securities

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Connecticut
    • New Jersey
    • New York
    • Texas

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Tax Advice & Services

    • Tax Services: Tax Planning, Tax Efficient Investing
 
Contact Tony
 
Visit Website - http://www.fpassociatesllc.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax