Steven Bertolo, CFP
Citizens Private Wealth
Certified Financial Planner in Tarrytown, NY
Address:520 White Plains Road
Tarrytown, NY 10591
About Steven Bertolo
Steven Bertolo is a financial professional at Citizens Private Wealth located in Tarrytown, New York. Steven Bertolo holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Steven Bertolo provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Steven Bertolo520 White Plains Road
Tarrytown, NY 10591
Phone Number:
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Website:
http://www.clarfeld.com
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