Raymond J Passero Financial Advisor

Services Offered

• Financial planning
• Investment management
• Insurance brokerage

About

Raymond J. Passero is a financial advisor based in Mahopac, New York, dedicated to creating comprehensive financial plans tailored to the needs of families and individuals. With over 24 years of experience as a financial advisor and more than 35 years as a Certified Public Accountant (CPA), he offers expertise in investment management and insurance solutions. Raymond has access to a wide range of superior insurance companies and mutual funds, ensuring clients receive the best options available. His practice focuses on helping clients achieve their financial goals while minimizing costs.

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