Nikki Casale's Contact Details

Nikki Casale's Company Details

Paxton Financial Services

New York, NY, US • 5 - 9 Employees
Financial Services

Paxton Financial Services is an independent financial planning firm that delivers access to institutional-level investments for high-net-worth clientsOur financial planning approach requires a custom tailored strategy to best manage retirement goals, as well as estate and succession planning. Being independent today is extremely important as we can truly tailor our portfolios to achieve our client's goals versus putting the square peg in a round hole or one size fits all mantra. Our holistic approach is designed to preserve wealth with flexibility, accessibility, by getting access to institutional investments which are correlated and non-correlated.Our team, headed by William LaPiana, develops customized, diversified portfolios with a specialty in institutional alternative investments that are accessible to the accredited retail client with a boutique level of customized service We also offer:401(k) Pension/Profit Sharing Plans -Opportunity Zone investments-1031 property exchanges-Insurance & annuity products-Private PlacementsTraditional investmentsIn the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year.Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc. an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 5200 Town Center Circle, Tower One, Suite 306, Boca Raton, FL 33486 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390