Joseph Caiello, CLTC, LUTCF

Founder & CEO

Joe has been licensed in the financial industry since 2006, and takes great pride in best serving the interests of his clients. He was born in the Syracuse area, and graduated from Binghamton University in 2004 where he earned a Division 1 tennis scholarship. Joe still enjoys playing tennis, as well as spending time with his wife Julia, and children Hailey & Audrey. 

Phone 315-449-8647
Fax 315-449-8650