Julia A. Peloso-Barnes, CFP®, CPM®, ADPA®, CRPC® | CEO/Sr. Wealth Manager
We are Financial Advisors all about empowering you to pursue your dreams and passions while ensuring you feel well cared for, informed, and secure during all the stages of your life. We simplify complexity and make the daunting digestible.
If you are following a unique path, be it what you do, where you live, or who you love — you’re likely to encounter complex circumstances and might even feel marginalized or excluded. We understand those challenges and are dedicated to simplifying the financial intricacies of your life.
We get you. And we’ve got your back.
Ilene Amiel, CSA | Certified Senior Advisor
- Serving Solo Agers- Boomers to Seniors
- Consulting services for Aging in Place
- Financial organizing and record keeping
- Estate planning and support
- Referrals to vetted professionals
- Available as Power of Attorney
Insured, Bonded and Background Checked
Calderone Financial Services, Inc.
We assist individuals and businesses in achieving their financial goals by utilizing our skills in planning, implementation, and monitoring financial portfolios that adhere to the client's profile, risk tolerance, and objectives.
Alana Stone, CFP® | Heydorn Stone Capital Management
We are Investment Advisors who use a financial planners’ approach to managing your money. Not a dollar of your money is invested before understanding your full financial picture.
Smart Daily Administrators, LLC
Selena Cefaloni, VP, Branch Manager | Charles Schwab, Scarsdale & Mount Kisco, NY
Who We Are: Charles Schwab exists to help people achieve better financial outcomes. We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.