Joe received his Bachelors degree and MBA from Iona College. He is a former board member of the Juvenile Diabetes Research Foundation, a charitable organization dedicated to funding diabetes research. He also is a Board member for the Western Junior Colonials Youth Hockey League. In his spare time, he enjoys playing Golf, Softball, and Hockey. Joe currently resides in Ridgefield, CT with his high school sweetheart, Carolyn, and their three children, James, Colin, and Andrew.
We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.
|Firm Start Year:||2008|
|No. of Employees:||100-499|
Joe has over 20 years of experience in the financial services industry. He was previously the founder of Elite Lending Services, and held management positions at United Rentals, and Kisco Retirement Communities. Joe currently holds his Series 7 through LPL Financial and 66 securities licenses through LPL and Stratos Wealth Partners and is licensed to sell Life, Accident, and Health Insurance.|
Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.
|Work with the following types of clients:||Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors|
|Advisory Services Provided:||Wealth Management, Money Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers|
|Investment Types:||Alternative Investments, Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care, Disability|
|Assets Managed by Advisor:||$65 million|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee, Commissions|
|BBA - Finance||Iona College
- New Rochelle, NY
|MBA - Marketing||Iona College
- New Rochelle, NY
|Financial Planning for Individuals
A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to seek to predict future cash flows, asset values and withdrawal plans. Most individuals work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans. These metrics are used along with estimates of asset growth to determine if a person's financial goals can be met in the future, or what steps need to be taken to ensure that they are.
Retirement is one of the most important life events youll experience, and getting it right takes planning. Making sure you have a comfortable retirement from a personal and financial perspective is a long process that takes years of following a plan and continuous saving. Once you've reached your financial goals, managing your retirement is a continuing process that lasts the rest of your life. Stratos Advisors have the experience and knowledge to help you every step of the way.
|Estate Planning & Trusts
Believe it or not, you have an estate. In fact, nearly everyone does. To name a few examples, your estate includes your car, home, bank accounts, life insurance, and investments - and no matter how large or how modest - it is all part of your estate. But estate planning goes beyond your possessions: it is the steps people take during their lives to strategize and prepare for incapacity, illness, and passing on. Estate planning is ultimately taking care of your loved ones by taking care of yourself.
|Tax Advice and Services
Reducing taxes is an essential piece in preserving your retirement plan. Tax laws can be confusing, and little mistakes lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Our financial planners offer retirement tax consulting that pays critical attention to tax liability during every step of your financial planning process to minimize problems and maximize tax deductions.
|Investment Advice & Management
Stratos Advisors strive to help our clients accomplish their evolving investment aspirations and goals in today's complex investment marketplace. The advice and recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications. With market insights and our personalized approach to asset maximization, we offer innovative solutions for our clients.
The needs of high and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a commitment to delivering superior service, Parkview Partners offers intelligent investment solutions that create value by simplifying clients' financial lives and providing them the freedom and flexibility to pursue other life interests.
Client cash flow needs, obligations, unique family considerations and even age, are important considerations in determining an appropriate portfolio asset allocation. With that knowledge and by working closely with a client's legal, tax, and insurance advisors, risks can be mitigated, and the likelihood of long-term goal achievement can be enhanced.
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
Additional Detailed Disclosures
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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