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The Experience, Integrity and Personal Service You Deserve
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Recognized among the top 1% of advisors at Ameriprise Financial* |
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Comprehensive financial planning and sophisticated, personalized advice |
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Serving the local communities of Westchester and Manhattan |
For 19 years, Paul Santucci, Private Wealth Advisor with Ameriprise Financial, and his team of dedicated financial professionals have helped their busy and successful clients navigate financial markets, develop tax and estate planning strategies, and make financial decisions through personal attention and comprehensive financial planning.
Paul and his team make it a priority to learn each client’s unique circumstances and dreams to help them develop both an investment strategy and a financial map to their goals.
Paul has been widely acknowledged for his professional excellence and integrity. Nationally recognized for his expertise in financial planning, Paul has appeared on both CNN-FN and Bloomberg Television and has been quoted in numerous Dow Jones and Associated Press articles.
Paul is honored to be a recipient of the 2011 Five Star Wealth Manager award.
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Areas of Focus
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*Based on internal Ameriprise Financial reporting.
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 45,500 consumers) and registered financial services representatives (over 12,000 financial services professionals) to evaluate the approximately 15,500 wealth managers in the Westchester area (includes Westchester county in the state of New York and Fairfield county in the state of Connecticut). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Westchester area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Westchester Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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