Joseph Lovecchio

tel: (914)-372-2854
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  • Financial Services Representative

I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.


• Joined the Financial Services Industry in 2018
• Series 6 Securities Registered
• Licensed to sell life, accident, and health insurance*Life, Accident and Health license


• Graduated from Iona College with a bachelors in finance and achieved his MBA
• Resides in White Plains, NY
• Enjoys sports, reading and exercising

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck


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Working For the Future You Want


Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Financial Strategies

A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.

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Retirement Strategies

Prepare well for your golden years now and enjoy a rewarding retirement later. 

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tel: (914)-372-2854
Follow me on social media