Tracy Ascione

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategies

About

Tracy Ascione is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategy design, focusing on aligning clients' unique goals and values with their financial needs. Tracy employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. She primarily serves high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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