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Joseph R. Marchese, CFP®

Financial Planning Concepts

1110 South Ave
Ste 301
Staten Island, NY 10314
Phone: (718) 667-5050
Fax: (718) 874-0049

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Household Income Minimum: $0
Investable Asset Minimum: $800,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Long-term Care
  • Women's Finances

 

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.