Daniel V. Giaimo
President & CEO at Iti Strategies, Inc
Based in Mount Kisco, United States
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Seniority
C-Team
Department
General Business & Management
Location
Mount Kisco
Industry
Investment Banking
Company size
1
Contact information
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d•••••••@itistrategies.com
Phone
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Background
About Daniel V. Giaimo
CPA and CFP® with passion for helping individuals, families and small business owners strategically plan for their financial freedom with an emphasis on wealth management, estate and investment tax planning. Specialties: Wealth Management, Estate Planning, Income Tax Planning & Preparation, Insurance Planning, College Planning & Long Term Care Planning Securities offered through LPL Financial, member FINRA/SIPC [For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above]. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies, Inc. are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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