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Richard Dragotta, CRPC®, ChFC®
Private Portfolio Partners,LLC

Tel: 201-939-6644
461 From Rd
Paramus, NJ 07652

What Inspires You?


About Private Portfolio Partners,LLC

Objectivity, Experience and Service. As an independent fee based financial planner and investment advisor, I have the experience and integrity to help you achieve your most important goals including; planning for a comfortable retirement, building your retirement nest egg, evaluating how to best utilize a recent inheritance, or leaving a legacy for your family. I specialize in highly personalized financial planning and asset management to better help you and your families meet these goals. When

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General Information

Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial, Fidelity
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Services

Can meet clients in the following ways:   Your Office, Your Office, Your Home, Via Phone, Via Email

Firm Information

Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly

Education

Economics /Accounting   Gettysburg College


Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners, LLC and Integra Wealth Management, are separate entities from LPL Financial.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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