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Our Team
The Team
Lawrence J. DeNoia CFP® CPA, Financial Advisor
Daniel V. Giaimo CPA, CFP®, Financial Advisor
Joseph G. Kelly, Financial Advisor
Patrick Lennon Jr.,
Financial Advisor
 Strategies
Individuals & Families
Businesses
We are Your Premier Team of
Financial Professionals

As our client, you benefit from a team of dedicated professionals whose approach is always client centered. When we say we put clients first, that means everything from returning your phone calls promptly, to finding the answers to your questions, as well as identifying your financial needs and helping to pursue those needs with creative strategies.




Mission Statement

The professionals at ITI Strategies provide their clients with customized strategies for their wealth management needs. We do this through a process of regularly scheduled meetings which track the progress of our client's financial plans and portfolios. ITI Strategies prides itself on building long-term client relationships based on mutual trust, respect, and integrity. Our staff of seasoned CPAs and CERTIFIED FINANCIAL PLANNERS™ is committed to implementing tailored retirement and estate strategies that take advantage of available tax strategies. This, coupled with our high level of investment scrutiny, delivers a framework to help our clients gain confidence in their financial future. Our goal is to develop today's plan for tomorrow's dreams.

Vision Statement

Our vision is to be a premier investment consultant to our clients. We believe that estate planning, tax planning, and financial planning are fully integrated with one another. That is why we employ specialists in each one of these areas which can help our clients to truly benefit from holistic wealth management. Whatever recommendations that the financial plan dictates, we work with the best interests of our clients in mind. ITI Strategies strives to maintain an excellent reputation by remaining a responsible company that makes a difference to our clients, businesses, and the communities in which we serve.
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994 Main Street, Peekskill, NY 10566
Phone: 914-734-2800 Fax: 914-734-2819 Email: larry@itistrategies.com

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, CA, CT, DC, WA, DE, FL, GA, IL, MA, MD, NC, NJ, NV, PA, RI, SC, TX, VA.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
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This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFPAS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPAS Compliance Department at 512-697-6000

 


 


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