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Joseph P. Lucia & Associates, LLC

EST. AUM
$388,002,041

CONTACTS
2

CLIENT ACCOUNTS
1,645

Firm Details

Metro area New York City
CRD Number 147625
Website luciaandassociates.net
Client types

Overview

Joseph P. Lucia & Associates, LLC is an independent financial advisory firm dedicated to providing personalized financial planning and investment solutions. With a commitment to integrity and objectivity, they prioritize clients' unique needs to help them achieve financial goals. Services include portfolio management, retirement planning, and customized financial strategies, backed by experienced professionals and advanced tools. The firm emphasizes strong client relationships and has earned industry recognition for exceptional service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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