Kurt M. D'Angelo, VP Financial Consultant

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Kurt M. D'Angelo, VP Financial Consultant My team and I help individuals and businesses develop plans to achieve their financial goals. Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Do you know how missing the best and worst market days might affect your portfolio?
11/02/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
10/30/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Special thanks to Gary Morris and the SUNY Oswego students that came to our office for the Equitable Advisors Externship...
10/27/2026

Special thanks to Gary Morris and the SUNY Oswego students that came to our office for the Equitable Advisors Externship event! The panel of advisors you see here are all SUNY Oswego alumni whom answered the students' amazing questions.

Contact me today if you are interested in a Financial Planning career with our team.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
10/26/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Earnings season can move markets. Find out why.
10/23/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
10/21/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

To all my friends with students that are seniors in high school going on to college, the Equitable Scholarship is open! ...
10/20/2026

To all my friends with students that are seniors in high school going on to college, the Equitable Scholarship is open! Feel welcome to apply via the link below. Contact me with any questions about helping offset costs for college.

The Equitable Excellence Scholarship® program supports students from across the country who strive to be a force for good in their communities. By pursuing a postsecondary degree, these students show fortitude and resilience, and plan to inspire others in their community to pursue higher education.

How will your investments weather the ups and downs of the business cycle?
10/19/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
10/16/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/14/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Address

120 Madison Street Suite 1900
Syracuse, NY
13202

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+13154256321

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