Halo Associates

ITI Strategies provides customized strategies for their wealth management needs. ITI Strategies prides itself on building long-term client relationships based on mutual trust, respect, and integrity. Our staff of seasoned CPAs and CFPs™ are committed to implementing tailored retirement and estate...

The advisor listed is an Ameriprise financial advisor in Pleasantville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.