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  1. Home
  2. About
  3. Our Mission & Vision

Our Mission & Vision

We are Your Premier Team of Wealth Management, Insurance and Tax Planning Professionals

Mission Statement

Our mission is to help individuals, families and business owners develop today’s plan for achieving tomorrow's future.

Vision Statement

Our vision is to be a premier wealth management firm and trusted advisor to each client. We believe that the integration of investments, tax and insurance planning is essential to an effective and robust financial plan. We always have the best interests of our clients at the forefront of everything we do.  We are a highly experienced and responsible family of professionals who strive to make a difference every day in the lives of our clients, employees and in the communities that we serve.

About

  • Our Mission & Vision
  • Our Team

LOCATION
994 Main Street, Peekskill, New York 10566

PHONE
914-734-2800

EMAIL
dgiaimo@itistrategies.com

FAX
914-734-2819

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, NJ, AZ, CA, DC, DE, FL, GA, MA, MD, NC, NV, OH, PA, RI, SC, VA.

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