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.
FINRA Series 7 General Securities Representative
NASAA Series 66 Investment Advisor Representative
New York State Life, Accident & Health Broker
Estate planning services are additionally offered through the Law Offices of Thomas J. Cannavo, with a focus on estate planning, trusts and probate
Focusing on business succession, risk management, key person protection and financial planning for owners and employees