Paulo Financial Advisors

Specialties: We are committed to providing each and every client with the best financial advice available in the marketplace today. Our goal is to achieve this through our commitment to ongoing education and the association with some of the finer organizations and professionals in the industry. We help our clients accumulate and preserve assets by crafting and implementing financial strategies designed to help meet their objectives. Because the situations we work with are complex and varied, ours is a very personalized and tailored service. And because our clients have visions for future generations as well as their own present needs, we work to provide financial independence for today and tomorrow.

American Portfolios Financial Services Inc. is a full-service financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, long-term care planning, insurance products and tax-free investing. The institution provides fee-based asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

The Winning Edge Financial Group, Inc. is a trusted financial planning firm based in Clifton, NJ, with over 30 years of experience in helping clients achieve their financial goals. Led by a Certified Financial Planner, they offer a wide range of services and tools to develop personalized strategies that adapt to changing times and individual needs, aiming to maximize investment returns while keeping clients' financial goals at the forefront of the planning process. With a focus on building long-term relationships, The Winning Edge strives to understand each client's unique situation to provide tailored solutions for financial independence and tax optimization. Their expertise and comprehensive approach have made them a go-to resource for individuals and families seeking a one-stop financial center to guide them on their journey towards a brighter financial future.Generated from the website