Joseph P. Lucia & Associates LLC
Financial Services - Mahopac, NY, US
Joseph P. Lucia & Associates LLC Employees
Joseph P. Lucia & Associates LLC Details
As an independent financial advisory firm, Joseph P. Lucia & Associates, LLC is not tied to any one provider – which means we answer to no one but you and always strive to put your best interests first. We start from the premise that no two clients are alike and that every situation deserves a fresh perspective. That's why we begin each client relationship by listening closely to what you want, what you need and what you hope for. Based on what we learn, we will create a portfolio that meets your unique needs and personal investment goals while holding your accounts with the stability and service of the largest custodian for registered investment advisory firms, Charles Schwab Institutional.
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