24 Century Hill Drive Suite 105
Latham, NY 12110
It was while purchasing a life insurance policy himself that Vince was introduced to the possibility of helping others through a career in financial services. Vince, who had just completed training to become a civil engineer, decided to change course and explore this new path. Three decades later, he has helped thousands of clients with their risk management, investments and financial planning needs.
In addition to these areas, Vince’s passion rests in helping clients plan their estates. He works alongside his clients and their legal advisors to make sure proper documents are in place and that a client’s gifts, business, or other assets are left to beneficiaries in a tax-efficient manner.
Outside of work, Vince is actively involved in his faith community. He is a communicant of St. Anthony’s Church, where he is a Eucharistic Minister, Lector, member of the finance committee, and regularly helps with church fundraisers. True to his Italian roots, Vince admits he loves “all things Italian,” including making homemade wine—a family tradition he continues to this very day.
St. Anthony’s Church; Eucharistic Minister, Lector, Finance Committee Member
• Fee-Based Financial Planning
• Estate Planning
• Investment Planning
• Retirement Planning
• Wealth Accumulation Strategies
• Protection Planning
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheckSee Vincent’s Licenses and Disclosures