At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.
As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 50-99 | |
| Number of Years with Current Firm: | 7 |
| Work Experience: | Procyon Partners garnered extensive experience in a variety of areas within the realm of financial planning and wealth management. We have assisted numerous clients in crafting comprehensive investment strategies tailored to their unique goals and risk tolerances. This involved conducting thorough financial assessments, analyzing market trends, and recommending suitable investment vehicles such as stocks, bonds, mutual funds, and ETFs. Additionally, we have provided guidance on retirement planning, helping individuals and families prepare for a secure and comfortable retirement through strategies such as 401(k) rollovers, IRA contributions, and many other investments. Procyon's 20 advisors always act in a fiduciary capacity with our clients, providing comprehensive wealth management strategies to ensure our clients achieve exceptional outcomes. |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs |
| Advisory Services Provided: | Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability |
Firm Information |
| Assets Managed by Firm: | $7,000,000,000 |
| Assets Managed by Advisor: | $7,000,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Flat Fee, Based on Assets |
Financial Services |
| Portfolio Management
Our Comprehensive Portfolio Management service provides tailored investment strategies and expert management to help you achieve your financial goals. We integrate risk assessment, market analysis, and continuous monitoring to optimize your portfolio. |
| Retirement Planning
Our Retirement Planning service offers personalized strategies to help you achieve a secure and comfortable retirement. We integrate financial analysis, risk assessment, and continuous support to ensure you are well-prepared for your retirement years. |
| 401K Rollovers
Our 401(k) Rollover service simplifies the process of transferring your retirement savings to an IRA or another retirement account. This ensures that your funds continue to grow with optimized investment strategies and minimal tax implications. |
| Financial Advice & Consulting
Our Financial Advice & Consulting service offers personalized guidance and strategic solutions to help individuals and businesses navigate complex financial challenges and achieve their goals. We provide expert insights, comprehensive analysis, and actionable recommendations tailored to your specific needs. |
| Education Funding and Planning
Our Education Funding and Planning service offers tailored strategies to help you save for and finance higher education expenses. We provide personalized solutions to navigate the complexities of education funding and ensure your loved ones receive the education they deserve. |
| Wealth Management
Our Wealth Management service provides comprehensive financial solutions to grow, protect, and transfer your wealth. We offer personalized strategies, expert management, and integrated planning to meet your financial goals. |
| Risk Management
Our Risk Management service offers comprehensive strategies to identify, assess, and mitigate financial risks. We provide personalized solutions to protect your assets and ensure long-term financial stability. |
| Money Management
Our Money Management service provides personalized financial strategies to help you effectively manage, grow, and protect your assets. We focus on comprehensive planning, expert investment management, and continuous support to ensure your financial wellbeing. |
| Financial Planning for Businesses
Our Financial Planning for Businesses service offers strategic financial guidance and tailored solutions to help businesses of all sizes achieve their financial objectives. We provide comprehensive analysis, proactive planning, and expert advice to drive growth, profitability, and long-term success. |
| Financial Planning for Individuals
Our Financial Planning for Individuals service is designed to empower you with personalized strategies and expert guidance to achieve your financial goals. We offer comprehensive financial analysis, goal setting, and tailored recommendations to secure your financial future. |
| Estate Planning & Trusts
Our Estate Planning & Trusts service provides individuals and families with comprehensive estate planning solutions to protect assets, minimize taxes, and ensure smooth wealth transfer to future generations. We offer personalized strategies, expert guidance, and tailored trusts to meet your unique needs and objectives. |
| Tax Advice and Services
We partnered with tax experts to help give the best tax advice and services and provide individuals and businesses with comprehensive tax planning, compliance, and advisory solutions. We offer personalized tax strategies, proactive guidance, and expert assistance to optimize tax efficiency and minimize liabilities. |
| Investment Advice & Management
Our Investment Advice & Management service offers personalized investment strategies and expert portfolio management to help clients achieve their financial goals. We provide tailored solutions, proactive guidance, and disciplined management to optimize investment performance and minimize risk. |
| Insurance Planning
Our Insurance Planning service provides individuals and families with personalized risk management solutions to protect against unforeseen events and safeguard their financial security. We offer comprehensive analysis, tailored recommendations, and expert guidance to help you choose the right insurance coverage for your needs. |
| Annuities
Our Annuities Planning service offers individuals and retirees personalized solutions to achieve financial security and generate guaranteed income for retirement. We provide comprehensive analysis, tailored recommendations, and expert guidance to help you choose the right annuity products for your needs. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| We provide services to anyone in the United States with our office listed below. Shelton, CT Virginia Beach, VA Melville, NY New York, NY |
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