Paulo Financial Advisors, LLC.

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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."

Breast Cancer Awareness Month serves as a reminder to prioritize self-care and encourage loved ones to do the same. Regu...
10/25/2026

Breast Cancer Awareness Month serves as a reminder to prioritize self-care and encourage loved ones to do the same. Regular check-ups, healthy lifestyle choices, and open conversations about breast health can make a significant difference in prevention and early intervention. 🌺

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
10/19/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling th...
10/18/2026

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling the disease. Together, we can create a network of strength, resilience, and hope.
💞

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/15/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By ...
10/11/2026

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By staying informed and taking proactive steps, we can empower ourselves and our loved ones in the fight against breast cancer. 💪

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, su...
10/08/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
10/08/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this dise...
10/04/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗

10/03/2026
Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/01/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

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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