Vincent Maselli

I am an Investment Representative at Saranac Advisors, where I have the privilege of working closely with clients to help them achieve their financial goals. My primary focus is on conducting comprehensive interviews with clients to understand their time frame and risk tolerance. Based on these insights, I develop an action plan and select the financial products that will best meet their needs. Specializing in retirement planning, I am committed to guiding clients through this crucial phase of their financial journey.

With over 25 years of experience in the financial services industry, I have gained a wealth of knowledge and expertise. I hold the IRS Enrolled Agent designation and the Series 7 securities license, both of which enhance my ability to serve my clients effectively. My career began after obtaining a degree in business administration from Iona College, laying the foundation for my work as a financial professional.

What I enjoy most about my job is the public contact and the deeply rewarding satisfaction of helping others. I believe that the greatest value I can offer my clients is providing financial strategies that align with their goals and expectations, providing them with the confidence and security they deserve.

I currently reside in Lake Carmel, New York, where I am also actively involved in the Sons of Italy organization. This involvement allows me to connect with my heritage and contribute to the community. In my free time, I enjoy walking, bicycle riding, writing, and listening to classical music.