About
Cammareri Wealth Management & Insurance Solutions
About Cammareri Wealth Management & Insurance Solutions
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Our Vision Statement
Our vision is to be the premier wealth management firm in the United States, recognized for turning financial complexity into clarity and empowering families to build and sustain multi-generational wealth. Through innovation, expertise, and a commitment to excellence, we strive to set the industry standard for trust, guidance, and lasting financial legacies.
About
Cammareri Wealth Management & Insurance Solutions provides wealth management, financial planning, estate planning, retirement planning, and insurance solutions to the Hudson Valley, NY area.
Year Established
2024
Products
- Wills
- Trusts
- Medial Power of Attorney
- Financial Portfolio
Associations
- Accredited Wealth Management Advisor (AWMA)
Pickup and Delivery
Services
- Wealth Management
- Estate Planning
- Financial Planning
- Retirement Planning
- Insurance Solutions
- Investment Advisory
- Medicare Planning
- Social Security Planning
- Education Planning
Brands
- Cambridge Investment Research (Broker and Dealer)
- SEI (Advisory Services)
Good to Know
Specialties
- Wealth Management
- Estate Planning
- Financial Strategy
- Goals-Based Planning
- 401ks
Payment Options
- American Express
- Check
- Discover
- MasterCard
- Visa
- Payment Plans
- Online Payments Through Advice Pay
Languages
- English
- Spanish
