Paulo Financial Advisors, LLC.

Paulo Financial Advisors, LLC. PFA is a boutique financial advisory firm located on Staten Island with clients all over the US. Start your journey to financial freedom today!

We take a hands on approach to wealth management by creating tailored financial solutions for each client. Paulo Financial Advisors is a provider of wealth management and financial
planning services for individuals,
retirement accounts, IRA accounts and both public and private charities. At Paulo Financial Advisors:
"It's all about You."

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

09/06/2026
Learn the ins and outs of 529 plans before you or your student heads to college.
09/03/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goal...
09/02/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

🔑 Unlock the power to shape your legacy! 🔑As August is What Will Be Your Legacy Month, let's remember that we have the a...
08/31/2026

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Could your portfolio benefit from a zero-coupon bond?
08/27/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

💡 Your legacy: a beacon of light in a changing world! 💡During this special month, let's remember that our legacy isn't j...
08/26/2026

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

🌍 Leave footprints that inspire generations! 🌍August is What Will Be Your Legacy Month, reminding us that every action w...
08/21/2026

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

A few strategies that may help you maximize your Social Security income.
08/20/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

🌟 August is the month to ponder our legacy! 🌟Reflect on your past and your future goals to consider what you will be lea...
08/16/2026

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

Address

63 Daleham Street
Staten Island, NY
10308

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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