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Our Approach

How we Work with You

IT STARTS WITH UNDERSTANDING WHO YOU ARE

We care about our clients, both professionally and personally. Our approach starts with asking questions and actually listening to your answers. Every conversation starts with the same question… “What do you want to accomplish?”

You will find many firms and individuals in financial services who are actually just selling proprietary products. That is not Pillar Wealth Solutions. We are a completely independent financial services firm. We do not have any proprietary financial products to sell. Our only objective is to find the best solutions for you.

FOCUSING IN 5 KEY AREAS

Earning professional licenses, credentials and experience across multiple interrelated disciplines puts Pillar Wealth Solutions in a unique position to address your needs in a comprehensive manner.

Don't keep looking for a Financial Consultant Near Me, Thomas Cannavo and Pillar Wealth Solutions does the legwork for you

Securities

FINRA Series 7 General Securities Representative

Investments

NASAA Series 66 Investment Advisor Representative

Insurance

New York State Life, Accident & Health Broker

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Estate Planning

Estate planning services are additionally offered through the Law Offices of Thomas J. Cannavo, with a focus on estate planning, trusts and probate

Business Consultancy

Focusing on business succession, risk management, key person protection and financial planning for owners and employees

WE WILL NOT TELL YOU WHAT DECISIONS TO MAKE. WE PERFORM A THOROUGH ANALYSIS OF YOUR FINANCIAL SITUATION TO MAKE RECOMMENDATIONS DESIGNED TO ACHIEVE YOUR GOALS. YOU ARE ALWAYS A PARTNER IN THE PROCESS. WE WANT YOU UNDERSTAND EXACTLY WHAT WE ARE RECOMMENDING AND WHY… OR WE SIMPLY WON’T DO IT.

Let's Get to Work!

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