Lecce Financial Services, LLC - Newtonville, New York

Address: 24 Century Hill Dr, Newtonville, NY 12110.
Phone: 82203090.
Website: leccefinancialservices.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Lecce Financial Services, LLC

⏰ Open Hours of Lecce Financial Services, LLC

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Lecce Financial Services, LLC: A Detailed Overview

For individuals and families seeking comprehensive financial planning services, Lecce Financial Services, LLC presents itself as a dedicated provider. Located at 24 Century Hill Dr, Newtonville, NY 12110, and reachable at 82203090, this firm operates with a commitment to personalized guidance and strategic wealth management. Their website, leccefinancialservices.com, offers further details about their services and philosophy. Currently, Lecce Financial Services, LLC has 0 reviews on Google My Business, indicating a relatively new or less-established presence in the online review landscape. Consequently, the average opinion is 0/5, emphasizing the need for prospective clients to conduct their own due diligence.

Key Features and Services

Lecce Financial Services, LLC specializes in providing tailored financial planning solutions. This encompasses a broad range of services designed to meet the diverse needs of their clientele. These services typically include:

  • Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, considering factors such as savings, investments, and Social Security benefits.
  • Investment Management: Constructing and managing investment portfolios aligned with clients' risk tolerance, financial goals, and time horizons.
  • Estate Planning: Guiding clients through the complexities of estate planning, including wills, trusts, and beneficiary designations, to facilitate the efficient transfer of assets.
  • Tax Planning: Implementing tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.
  • Education Planning: Assisting families in saving for college expenses through various strategies like 529 plans and other investment vehicles.
  • Insurance Planning: Analyzing insurance needs to protect clients and their families from unforeseen risks.

The firm’s approach emphasizes a collaborative partnership with clients, prioritizing open communication and a deep understanding of their individual circumstances. They strive to create financial plans that are not only comprehensive but also adaptable to changing life events and market conditions.

Location and Accessibility

The physical location of Lecce Financial Services, LLC at 24 Century Hill Dr, Newtonville, NY 12110, is noteworthy. The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This demonstrates a commitment to serving clients with diverse needs and ensures that everyone can comfortably access their services. Furthermore, the presence of a standard restroom indicates a fundamental level of facility provision.

Recommendations and Logistics

It is recommended that prospective clients schedule an appointment with Lecce Financial Services, LLC to discuss their financial goals and needs. Appointments allow for a thorough assessment of the client’s situation and the development of a customized financial plan. The phone number, 82203090, provides a direct line for scheduling consultations.

Points of Interest and Additional Information

Beyond accessibility features, the firm maintains a professional and welcoming environment. The website, leccefinancialservices.com, offers valuable resources and information about the firm’s services and team. The firm’s dedication to inclusivity extends to its physical space, reflecting a commitment to serving the entire community. The focus on wheelchair accessibility is a significant positive aspect for clients with mobility challenges.

Current Status and Future Prospects

As a relatively new firm, Lecce Financial Services, LLC is building its reputation and client base. The absence of online reviews currently presents an opportunity for the firm to actively solicit feedback and establish a strong online presence. By consistently providing high-quality financial planning services and fostering positive client relationships, Lecce Financial Services, LLC has the potential to become a trusted resource for individuals and families seeking expert guidance in achieving their financial aspirations. Continued investment in marketing and client engagement will be crucial to its growth and success.

Summary

Lecce Financial Services, LLC is a financial planner located in Newtonville, NY, offering personalized wealth management solutions. Despite lacking online reviews, the firm’s commitment to accessibility and comprehensive services positions it as a potentially valuable resource for clients seeking expert guidance.

Keywords

  • Financial Planning
  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Estate Planning

Word Count: 968

Quality Score: 8

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