Carosa Stanton Asset Management LLC

Carosa Stanton Asset Management LLC, located in Mendon, NY, specializes in personalized investment management, helping clients navigate their financial journeys from wealth building to retirement planning. With a focus on defining personal values and aspirations, the firm employs a structured process aimed at identifying clients' dreams and creating tailored strategies to achieve long-term financial success.

Dedicated to guiding individuals through the complexities of financial management, Carosa Stanton emphasizes the importance of understanding personal goals and tailoring investment strategies to mitigate risks. Their methodical approach aims to align clients' financial portfolios with their life's objectives, ultimately fostering a successful transition into retirement and beyond.

Generated from the website