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Joseph P. Lucia & Associates LLC Email Format
Financial ServicesNew York, United States2-10 Employees
Joseph P. Lucia & Associates, LLC is a small independent financial advisory practice based in Mahopac, New York. The firm operates without ties to a single provider, prioritizing decisions that align with clients' best interests. It starts each relationship by listening to clients' goals and needs and then designs a portfolio tailored to their unique circumstances, with accounts held at Charles Schwab Institutional for stability and service. The company serves individual investors seeking personalized, goal-driven financial guidance. By treating each client as unique, it aims to provide a fresh perspective rather than a one-size-fits-all solution.
1-888-653-2347 
support@leadiq.com 
