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D'Arcangelo Financial Advisors

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

D'Arcangelo Financial Advisors, LLC is a New York State registered investment advisory firm whose main office is in Poughkeepsie, New York. D'Arcangelo Financial Advisors, LLC and Michael C. Betros (Principal) are in compliance with the current registration and/or notice filing requirements imposed upon state registered advisors by those states in which it is registered or qualifies for exemption or exclusion from registered requirements. A copy of D'Arcangelo Financial Advisors' current disclosure statement (Form ADV Part 1) containing D'Arcangelo Financial Advisors' operations, services, and fees, is available by accessing the SEC's Investment Adviser Public Disclosure Website. D'Arcangelo Financial Advisors, LLC will provide form ADV Part 2A (Firm Brochure) and 2B (Brochure Supplement) to interested parties upon request.

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