D'Arcangelo Financial Advisors

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

510 Haight Ave Ste 201, Poughkeepsie, Ne...

Phone Number

(845) 473-8261

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About D'Arcangelo Financial Advisors

D'Arcangelo Financial Advisors LLC is a wealth management firm with over 25 years of experience, offering comprehensive financial planning and customized investment management services. They cater to individuals, families, and institutions, focusing on retirement planning, asset preservation, and intergenerational wealth transfer. The firm operates offices in New York and Massachusetts and emphasizes a collaborative approach to meet unique financial goals. Their team of credentialed advisors is committed to acting in the best interest of their clients while providing tax expertise and straightforward pricing.Explore more
D'Arcangelo Financial Advisors's Social MediaPopular SearchesD'Arcangelo Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

D'Arcangelo Financial Advisors Org Chart

PhoneEmail
KN
United States flag for contact location.

Portfolio Administrator

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TB
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

D'Arcangelo Financial Adv...

<$5M
1-10
Private
-
-
KN
Karen NewhardPortfolio Administrator
$6.6M
11-50
Private
-
1998
TD
Thomas DamascoChief Investment Officer
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
-
-
JD
Jody DunnParaplanner Research Analyst
<$5M
1-10
Private
-
2012
SN
Sthembile NdlovuInsurance Agent
<$5M
1-10
Private
-
-
AM
Anna MinutilloClient Service Manager
<$5M
1-10
Private
-
2008
CJ
Charles JensenWealth Advisor & President & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

D'Arcangelo Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

D'Arcangelo Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about D'Arcangelo Financial Advisors.

D'Arcangelo Financial Advisors Tech Stack

A closer look at the technologies used by D'Arcangelo Financial Advisors

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Frequently Asked Questions Regarding D'Arcangelo Financial Advisors

What is D'Arcangelo Financial Advisors's official website?
D'Arcangelo Financial Advisors's official website is www.dfanys.com
What is D'Arcangelo Financial Advisors's Revenue?
D'Arcangelo Financial Advisors's revenue is <$5 Million
What is D'Arcangelo Financial Advisors's SIC code?
D'Arcangelo Financial Advisors's SIC: 62,628
What is D'Arcangelo Financial Advisors's NAICS code?
D'Arcangelo Financial Advisors's NAICS: 52,523
How many employees does D'Arcangelo Financial Advisors have?
D'Arcangelo Financial Advisors has 1-10 employees
What industry does D'Arcangelo Financial Advisors belong to?
D'Arcangelo Financial Advisors is in the industry of: Finance, Securities Trading
What is D'Arcangelo Financial Advisors competition?
D'Arcangelo Financial Advisors top competitors include: Cornerstone Wealth Management, Retirement Planning Specialists, Futurity, Cornerstone Wealth Management
What technology does D'Arcangelo Financial Advisors use?
Some of the popular technologies that D'Arcangelo Financial Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, MailChimp
How do I contact D'Arcangelo Financial Advisors?
D'Arcangelo Financial Advisors contact info: Phone number: (845) 473-8261 Website: www.dfanys.com
What does D'Arcangelo Financial Advisors do?

D'Arcangelo Financial Advisors LLC is a wealth management firm with over 25 years of experience, offering comprehensive financial planning and customized investment management services. They cater to individuals, families, and institutions, focusing on retirement planning, asset preservation, and intergenerational wealth transfer. The firm operates... offices in New York and Massachusetts and emphasizes a collaborative approach to meet unique financial goals. Their team of credentialed advisors is committed to acting in the best interest of their clients while providing tax expertise and straightforward pricing.Read More

What are D'Arcangelo Financial Advisors social media links?
D'Arcangelo Financial Advisors Linkedin page D'Arcangelo Financial Advisors Facebook page
Is D'Arcangelo Financial Advisors a public company?
D'Arcangelo Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about D'Arcangelo Financial Advisors

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