Find the Certified Financial Planner™
Who's right for you.

Daniel V. Giaimo, CFP®, CPA

ITI Strategies, Inc.

994 Main St
Peekskill, NY 10566-2904
Phone: (914) 734-2800
Fax: (914) 734-2819

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Succession Planning
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.