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Home > Financial Planner Directory > New York > White Plains > Anthony J. Leopizzi, CFP®,CLU,ChFC,CIMA
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Anthony J. Leopizzi, CFP®,CLU,ChFC,CIMA

Leopizzi & Associates an Ameriprise Private Wealth Advisory Practice

399 Knollwood Rd
Ste G10
White Plains, NY 10603
Phone: (914) 997-7526

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

Considerations: Graduated based on assets managed per household

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