Carl Della Sala Email & Phone Number

Life is constantly in motion. With all the changes we go through each day, financial decisions can sometimes be overwhelming and worse, placed on the back burner.With over three decades of experience in the industry, I work each day to help my clients overcome the various challenges they face regarding their financial situation.As a Financial Advisor at Dayton and Sydney Wealth Strategies Group, I specialize in an array of areas including insurance analysis, estate planning and asset allocation. Throughout the consultative financial planning process, I listen to my clients to formulate a detailed and robust strategy that is tailored to their specific needs. I focus my practice on helping individuals become educated on the different solutions available and what options are best for them. Above all, I am committed to building trust, developing long term relationships and ensuring that my clients are comfortable throughout each step of the process. We never know what the future has in store for us. Let me help you be prepared to live a life filled with opportunity, growth and security. Reach out to me today to get started!T: (631) 385-5275E: carl.dellasala@daytonandsydney.com

Listed skills include Estate Planning Strategies, Financial Services, Investment Services, Business Succession Strategies, and 1 others.

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  Financial Consultant

  Dayton And Sydney Wealth Strategies Group, Llc | Equitable Advisors, Llc

  Oct 1984 - Present - Melville, New York, United States

  - Hold consultative meetings to understand my clients’ current situation and financial needs- Educate my clients on a wide variety of financial subjects to help them make informed decisions. - Develop strategies designed to help my clients meet their short-, medium- and long-term goals.- Implement strategies through financial products and services appropriate to each clients’ circumstances. For my business clients I offer assistance in the areas of:- Company-sponsored retirement plans- Employee benefit plans- Key employee benefit packages- Owner succession planning- Buy-sell agreement funding- Business transition/sale funding- Healthcare insuranceAbove all, I am committed to building long-term relationships with my clients. As time goes by, my clients can count on me to be there to help them deal with the inevitable changes that are a part of life and to make sure that they stay on track to meet their financial objectives.AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

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  State University Of New York At Stony Brook

  Bachelor Of Arts (Ba)