Settanni Financial

www.settannifinancial.com

Are you looking for a Financial Advisor in Katonah? Are you looking for a Private Wealth Manager in Rye Brook? Settanni Financial is a Private Wealth Management firm in Katonah, NY. Our areas of expertise are asset management, estate planning, and retirement planning. We work with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver the best experience to our clients. We focus on three areas of investing that we can control; taxes, fees and risk. Don Settanni, Private Wealth Manager, has been a CPA for over 25 years in Westchester County, NY. David Settanni is a Private Wealth Manager in Westchester, and was an Economist with the United States Department of Labor. We have combined over 30 years experience managing taxes, investments, estates, and trusts in Westchester County.

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Are you looking for a Financial Advisor in Katonah? Are you looking for a Private Wealth Manager in Rye Brook? Settanni Financial is a Private Wealth Management firm in Katonah, NY. Our areas of expertise are asset management, estate planning, and retirement planning. We work with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver the best experience to our clients. We focus on three areas of investing that we can control; taxes, fees and risk. Don Settanni, Private Wealth Manager, has been a CPA for over 25 years in Westchester County, NY. David Settanni is a Private Wealth Manager in Westchester, and was an Economist with the United States Department of Labor. We have combined over 30 years experience managing taxes, investments, estates, and trusts in Westchester County.

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Country

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State

New York

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Employees

1-10

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Founded

1987

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Estimated Revenue

$1 to $1,000,000

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