What We Do
Focusing in 5 Key Areas
We Love It When a Plan
Comes Together.
Pillar Wealth Solutions is a truly independent and comprehensive financial services firm, whose advisors have experience and certifications in 5 areas of retirement, financial and business planning.
Securities
FINRA Series 7 General Securities Representative
Investments
NASAA Series 66 Investment Advisor Representative
Insurance
New York State Life, Accident & Health Broker
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
DO YOU HAVE ANY QUESTIONS ABOUT YOUR EXISTING FINANCIAL POSITION?
DO YOU KNOW WHERE YOU STAND FOR RETIREMENT?
ARE YOU NOT SURE WHAT QUESTIONS YOU SHOULD OR COULD BE ASKING
ARE YOU A FINANCIAL PROFESSIONAL SEEKING ASSISTANCE WITH ISSUES OF ESTATE OR BUSINESS PLANNING?
WE SHOULD TALK!