CONNECT

Address:

3505 Hill Blvd.
Suite J
Yorktown Heights, NY 10598

Phone:

914-352-6600

Fax/Other:

914-352-6601

Recent News

Industry Leader Joseph P. Lucia, RFC Receives Prestigious Award for "Best Wealth Managers in Greater New York" by Newsweek Magazine


Mahopac, NY, 5/1/10:  Joseph P. Lucia, RFC, President of Joseph P. Lucia & Associates LLC, has been recognized by Newsweek Magazine as one of the "Best Wealth Managers in Greater New York" for demonstrating dedication, leadership and excellence in wealth management.

 
With 10 years of professional experience, Mr. Lucia attributes his success to his strong commitment to his clients, industry and community.  As President, he is in charge of financial planning and managing financial solutions for individuals and small business clients.  He became involved in financial planning because of his desire to help other people achieve financial success.  Joseph P. Lucia & Associates, LLC is a financial advisory firm that helps clients plan wisely, coordinating investment, financial, tax and estate planning to serve their unique and changing needs.
 
Mr. Lucia is a Registered Financial Consultant as well as a member of the International Association of Registered Financial Consultants, Business Networking International, and the United Way's Financial Education Program.  In addition to the Newsweek Award, he also is the recipient of the "2009 Five Star Wealth Manager: Best in Client Satisfaction" Award from Westchester Magazine and is an honored member of the "Cambridge Who's Who Network".
 
“We extend our most sincere thanks to all of our loyal clients and members of our community who put their support and trust in our firm.  We are very proud and honored to have received the following award, and look forward to continuing to provide a level of service to exceed even the highest of expectations.”