Paul Tramontozzi, CFP

At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.

Clarfeld Citizens Private Wealth, a division of Citizens Bank, N.A., provides comprehensive financial planning and investment advisory services to high-net-worth clients and multi-family offices with over $3 million in investable assets. Their team of experienced Wealth Advisors offers personalized guidance in areas such as cash flow evaluation, tax minimization strategies, trust advisory services, and charitable giving advisement, with a core focus on maximizing long-term investment returns and safeguarding the integrity of each family's wealth. With a commitment to integrated banking and investing, Clarfeld Citizens Private Wealth offers a range of solutions including insurance asset planning, retirement planning, investment advice, banking and lending services, trust and estate planning, tax planning, and institutional services. Their expertise and innovative approach cater to the complex needs of high-net-worth individuals, families, and private foundations, ensuring that clients can stay on target with their financial goals and secure a prosperous future.Generated from the website

Gianni Difroscia, a Private Wealth Advisor at Citizens Private Client in Tarrytown, NY, offers a comprehensive range of financial services tailored to meet the unique needs of individuals and families. With a dedicated advisory team, he guides clients through financial planning, investment management, insurance strategies, retirement planning, and more, ensuring a collaborative approach to navigating their financial journeys. Specializing in multi-family office services and charitable giving strategies, Gianni is committed to helping clients protect their assets and maximize their legacies for future generations. His focus on personalized service allows for adaptable financial solutions that evolve as clients' lives change, ultimately aligning with their long-term goals and values. Generated from the website