Steve Troccoli, MBA, ChFC®, CFS®, CRPC®
We Plan for All the Seasons of Your Life.
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Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Socially Responsible Investing
- Taxes
About Steve Troccoli, MBA, ChFC®, CFS®, CRPC®
A double-barreled Manhattan University alumnus – B.S. and M.B.A. – Steve Troccoli also holds the lifelong distinction of having earned the rank of Eagle Scout. This is his second career, having capped a successful run in the nascent cell phone industry. He then joined Ameriprise as a financial advisor in 1996, before moving on to Seasons of Advice in 2011.An avid golfer and fisherman, he has invested in companies that protect the environment by reducing waste streams and commercializing co-generation. Steve is also dedicated to the cause of curing Cooley’s anemia.
The Bronx native has been married to Vickie since 1981 and resides in Yonkers, N.Y. The couple has two daughters, Ashleigh and Johana, and a granddaughter and grandson. Steve is active in the Benevolent and Protective Order of Elks, through which he raises funds and awareness of the fight against cerebral palsy. And he is also active in the Sons of Italy whose major NY charity is Cooley Anemia.
Professional Designations
- Certified Fund Specialist (CFS)
- Chartered Financial Consultant (ChFC)
- Chartered Retirement Planning Counselor (CRPC)
- Master of Business Administration (MBA)
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Seasons of Advice Wealth Management
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
Manhattan University, Master in Business Administration; B.S.
Hobbies and Interests
- Fishing
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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Write a Review
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Our Financial Advisor
Since our involvement with Steve Troccoli our monetary potential has increased dramatically. Steve has consistently kept us apprised about investments, economic events and guided us and our family to financial security for the future. Our thanks to Steve and the personal attention he and his team have given us so we can retire with peace of mind.
More than a Financial Advisor
We met Steve many years ago at a presentation at our son's nursery school. Our son is now 33. Steve has been with us through many milestones. Buying our first house, sending our kids off to college and in the near future retirement. Not sure how this would have went without Steve's expertise, patience, caring and overall good nature. We are proud to call Steve a friend who is also our financial advisor.
Steve is the best
We've worked with Steve for many years now. He's helped us plan for retirement, navigate buying properties, leaving corporate jobs, opening businesses; all the big life stuff having to do with money. He is hones, kind, caring and understands our goals. Having an expert eye on our money gives me a feeling of safety and security that is extremely important. Highly recommend.
5+ Star
**Five-Star Review for My Financial Advisor** I am thrilled to share my experience with Steve. From our very first meeting, it was clear that his integrity sets him apart in the financial industry. He took the time to understand our unique financial situation and goals, demonstrating a genuine commitment to our success. His attention to detail is remarkable; he meticulously analyzed our portfolio and identified opportunities that we hadn't even considered. It's evident that he stays deeply informed about the ever-evolving financial markets, showcasing an impressive depth of knowledge that instills confidence in his recommendations. What truly makes Steve exceptional is his caring nature. He always makes himself available for questions and concerns, ensuring that we never feel rushed or overwhelmed. His intelligence shines through in every discussion, as he explains complex concepts in a way that is easy to understand. Thanks to his guidance, we feel more secure about our financial future than ever. I wholeheartedly recommend Steve to anyone seeking a trustworthy, knowledgeable, and compassionate financial advisor. He has truly made a positive impact on our lives!
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