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Products & Services
Strategies For
Individuals & Families
Businesses
The Team
Lawrence J. DeNoia
CFP® CPA, Financial Advisor
Daniel V. Giaimo
CFP® CPA, Financial Advisor
Joseph G. Kelly,
Financial Advisor
Patrick Lennon Jr.,
Financial Advisor

We provide assistance in the following areas:

Investment Services*
  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • CD's
 
Financial Planning*
  • Retirement Plans
  • Tax Planning 
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Business Succession Planning
  • Investment Management Accounts

Insurance
  • Disablility Income
  • Life Insurance
  • Long Term Care
  • Term Insurance
  • Universal Life
  • Whole Life

* Financial planning offered through private Advisor Group, a registered investment advisor
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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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This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFPAS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPAS Compliance Department at 512-697-6000

 


 


Check the background of this financial professional on FINRA's BrokerCheck.