Joseph P Lucia And Associates

Joseph P. Lucia and Associates, located in Carmel, Town of, NY, is an independent financial advisory firm that prioritizes the best interests of their clients. With a commitment to providing unbiased advice, they create personalized portfolios that meet the unique needs and investment goals of each client, while ensuring stability and service through their partnership with Charles Schwab Institutional. Their team of experienced financial professionals and access to cutting-edge technologies allows them to offer exceptional service and bring new insights to the financial planning process.

Joseph P. Lucia and Associates is dedicated to enriching the lives of their clients by helping them stay focused on their financial goals. With a philosophy of caring for their clients' financial well-being as if it were their own, they have built strong, long-standing relationships. Recognized for their excellence, Joseph P. Lucia, RFC has been named Best Wealth Manager of Greater New York by Newsweek Magazine and Professional of The Year in the Financial Services Industry by Cambridge, among other accolades. They look forward to developing long-term relationships and helping clients reach their financial dreams.

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