Business Description
Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square]. As an independent, Board Certified Financial Planner practitioner, Charles Failla, CFP, understands that most cases require a coordinated "team" approach to ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored. As such, he will regularly encourage clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc...) liaison with us to be sure we are all working together toward the client's objectives. If a client of ours does not have established relationships with such professionals, we will offer to bring in a member of our "team" to provide their expertise when needed. Because of our independent structure, we are able to coordinate and deliver the full spectrum of personal financial services under one roof. This unbiased and holistic approach to financial planning and our adherence to a disciplined financial planning process assures we provide our clients with the tools they need to reach their goals.
Prepared By:	Charles Failla
Most Recent Update:	07/15/2008

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