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Office: (914) 767-0974
Mobile: 914-903-1907
Fax:1 (914) 617-1517

dave@settannifinancial.com

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Latest Blog Post

Q2 Market Update

August 03, 2021

SETTANNI FINANCIAL Q2 MARKET UPDATE We have been receiving a higher number of questions recently regarding the markets. The most common question we hear is, "What is your stock market prediction?" Although we cannot predict the future,...

Debate Starts on Capital Gains Tax

June 09, 2021

Now and again, the price action on Wall Street can surprise even the most seasoned investors. President Biden has proposed an increase in the tax on capital gains to 43.4% from 23.8% for those Americans who earn more than $1 million.1...

Check Your Withholding This Summer

June 02, 2021

How much are you withholding per paycheck?Is the amount too little? (Or too much?) Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small. The I.R.S....

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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FORM CRS FORM ADV2A

Sutton Place Investors LLC DBA Settanni Financial is a registered investment advisor. Home office at 6 Sutton Place, Katonah, NY 10536; phone 914-767-0974.  Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/ SIPC. Headquartered at 80 State Street, Albany, New York, 12207. Investment Advisory Services are offered through Sutton Place Investors LLC dba Settanni Financial (“Settanni Financial”), an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Purshe Kaplan Sterling Investments and Settanni Financial are not affiliated companies.

Contact

Settanni Financial
Office: (914) 767-0974
Mobile: 914-903-1907
Fax: 1 (914) 617-1517

67 Holly Hill Lane
Suite 202DS
Greenwich, CT 06830

Series 7, Series 66

dave@settannifinancial.com

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