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Daniel V. Giaimo
Daniel V. Giaimo CPA, CFP®, Financial Advisor


 
ITI Strategies, Inc. 
994 Main Street 
Peekskill, NY 10566 
Phone: 914-734-2800 
Toll Free: 800-290-6534 
Fax: 914-734-2819 
Email: dgiaimo@itistrategies.com 

Daniel V. Giaimo is a Certified Public Accountant and Certified Financial Planner Practitioner with ITI Strategies, Inc., and a Registered Representative with LPL Financial. He has been in the financial services industry for over 15 years.

He believes passionately in the importance of what he does, and that is to help as many individuals, families, and small business owners pursue their financial goals and objectives while instilling confidence in their investments. He concentrates on four main areas: Investment Planning & Wealth Management, Risk Management, Estate Planning and Tax Planning.

The first step on the journey toward financial freedom is developing a relationship with your advisor - one that is both mutually rewarding and based on trust and integrity. Daniel understands clearly that you are entrusting him with your family's future and he accepts that responsibility. He will remain deeply committed to the realization of your financial goals.

Throughout your financial journey you will meet at regular intervals to ensure that your strategy stays current. Daniel understands that changes will occur in your lifestyle and priorities so for this reason, regular reviews are a vital part of the continuing relationship.

Daniel is a member of the Financial Planning Association of the Greater Hudson Valley. He resides in Mount Kisco, NY with his wife Jacqueline, son Christopher, and daughter Sofia.

 

 

 

 

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994 Main Street, Peekskill, NY 10566
Phone: 914-734-2800 Fax: 914-734-2819 Email: larry@itistrategies.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CA, CT, DC, WA, DE, FL, GA, IL, MA, MD, NC, NJ, NV, PA, RI, SC, TX, VA.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
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