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VCP Financial LLC

Headquartered in STATEN ISLAND, NY

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Firm Information

VCP Financial LLC is an investment advisory firm based in Staten Island, NY, with a website at HTTP://WWW.VCPFINANCIAL.COM/. The firm advises individuals, businesses, and pension and profit-sharing plans. VCP Financial LLC manages approximately $114,669,225 in assets. Their advisory services include financial planning, pension consulting, and selection of other advisors.

VCP Financial LLC

2535 VICTORY BOULEVARD

STATEN ISLAND, NY 10314

$114.67M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VCP FINANCIAL LLC has a total of 1 branch locations across the country.
location

STATEN ISLAND, NY

Advisors at VCP Financial LLC

View All 4 Advisors
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Danny Zvi Spiegel

CFP®, RA

STATEN ISLAND, NY

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Joseph John Orlando

RA

STATEN ISLAND, NY

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Gaurav Chand Lall

RA

STATEN ISLAND, NY

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Tamir Shabat

RA

STATEN ISLAND, NY

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Disclosures

There are no public disclosures for VCP Financial LLC.

Frequently Asked Questions (7)

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