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Sutton Place Investors Llc

EST. AUM
$397,030,322

CONTACTS
5

CLIENT ACCOUNTS
457

Firm Details

Metro area Stamford
CRD Number 298989
Website settannifinancial.com
Client types

Overview

Settanni Financial is a wealth management firm based in Westchester County, NY, specializing in assisting clients with their long-term financial goals for more than 25 years. They understand the distinct challenges families face when planning for college, retirement, and estate management. Settanni Financial provides customized solutions to help clients achieve objectives such as securing lifelong income, protecting loved ones, or creating a legacy. Their personalized services allow clients to focus on family, career, and leisure while entrusting the firm with their financial affairs.

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Address

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

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