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Welcome to Professional Financial Consultants L.L.C.. Our firm has been providing our clients with sound financial advice since 1983.

Professional Financial Consultants is a small family run organization with over 50 years of combined experience. Our client base which ranges in size from individuals and small businesses to trusts and charities, enables us to provide our clientele with a high level of knowledge and expertise. All client meetings are conducted on a no fee, no commitment basis, where our primary goal is to create a custom, portable and flexible financial plan which will ultimately assist you in minimizing your taxes and increasing your wealth.

As a firm, we strive to provide the understanding, personal involvement and objectivity necessary to achieve the highest possible client solutions. We are constantly searching the universe of insurance and investment products to meet every one of our clients on a custom basis.

In addition we have affiliations with numerous legal, accounting, actuarial and mortgage services companies to help add value to every aspect of a clients financial plan in which is outside of our firms expertise.

Financial Focus

Financial Planning--Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of

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529 College Savings Plans

529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few

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In-Service Withdrawals from 401(k) Plans

You're probably familiar with the rules for putting money into a 401(k) plan. But are you familiar with the rules for taking your money out?

 

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News Feeds

May 2011: Philip Settembrino will be recognized as a 2011 Five Star Wealth Manager by Westchester Magazine for the third straight year!  Look for the issue to hit news stands this August.

 

Congratulations to Philip, John and Bill for being honored as 2010 Cadaret Grant Top Advisors!

 

February 2011: Be sure to pick up a copy of the most recent Yorktown Examiner to read an excellent article on our company!

334 Underhill Ave., Bld 2-D - Yorktown Hts, NY 10598 Phone: 914.455.2200 - Fax: 914.455.2201

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. The following are states in which we are registered: CA, CO, CT, DE, FL, GA, NC, NJ, NM, NY, PA, RI, VA, TX.

Professional Financial Consultants and Cadaret, Grant are separate entities

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