Bill Brancaccio Cfp® Email & Phone Number

BUSINESS PHILOSOPHYIf your goal is to work toward achieving financial freedom, I will help you pursue it. Because financial freedom means different things to different people, I will take the time to understand what it means to you. No matter what stage of life or financial state, having a financial strategy is an import part of everyone’s future. My goal is to give you the appropriate tools to help you understand your financial possibilities.QUALIFICATIONSSeries 7 & 63 held through LPL FinancialSeries 65 held through IAALicensed to sell Life Accident & Health insurance in NY, CT, NC, & MD. Member of the Financial Planning Association.Member of the Putnam County Estate Planning Council.I am licensed to sell insurance in: NY, CT, NC, MD. I am licensed to sell securities in: AR, CA, CO, CT, FL, MD, MA, NJ, NY, NC, OR, PA, VA. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Rightirement Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Certified Financial Planner, Accident, Health Insurance, and Financial Services.