Broker Check

About Us

What We Strive For

What We Strive For

Welcome to Ferrigno Financial, a trusted financial advisory firm founded by Douglas Ferrigno in 1969, located in the heart of Washingtonville, New York. As a family business with decades of experience, we have been dedicated to serving our clients with unwavering commitment and personalized care.

Our team of experienced professionals believes in setting high expectations and consistently striving to exceed them. We understand that financial matters can be complex and overwhelming, which is why we are here to guide you every step of the way. When you choose us as your financial advisors, you become a part of our family. We treat our clients with the same care, respect, and attention that we would give to our loved ones.

Why We Do What We Do

Why We Do What We Do

Our mission is to empower our clients to navigate the intricacies of the financial world with confidence and clarity. We are passionate about helping you understand complex financial issues and take proactive steps to preserve and grow your assets, ensuring a secure future for you and the generations to come. By providing comprehensive and tailored financial solutions, we strive to help you achieve your financial goals and leave a lasting legacy.

Our firm’s core values of trust, respect, and integrity are the pillars upon which we build our client relationships. We believe that trust is the foundation of any successful partnership, and we work diligently to earn and maintain your trust. We treat each client with the utmost respect, valuing your unique needs and goals. Our commitment to integrity means that we always act in your best interest, providing transparent advice and recommendations that align with your financial objectives.

A Look Into Our Process

At Ferrigno Financial, we follow a comprehensive process designed to understand your unique financial needs, create a customized plan, address your concerns, and provide ongoing support. Our goal is to guide you towards achieving your financial objectives and ensuring your long-term success.

Step One: Discovery Meeting

We begin our journey together with a discovery meeting. This is an opportunity for us to get to know you, understand your financial goals, and gain insight into your concerns and aspirations. By actively listening and asking targeted questions, we gather essential information that helps us tailor our services to your specific needs. If you are interested in setting up a discovery meeting with our advisors, please feel free to contact us and Become A Client.

Step Two: Customized Plan Design

Based on the information gathered during the discovery meeting, our team of experienced professionals will design a customized, actionable plan for your investments. We take into account your short-term and long-term goals, risk tolerance, and financial situation to create a plan that aligns with your unique circumstances. Our goal is to provide you with a roadmap that helps you achieve your financial aspirations.

Step Three: Plan Review & Addressing Concerns

Once we have developed your personalized plan, we schedule a meeting to review it together. During this session, we take the time to explain the plan in detail, answer any questions you may have, and address any concerns you might raise. We believe in open and transparent communication, ensuring that you have a clear understanding of the plan and are comfortable moving forward.

Step Four: Implementation & Ongoing Monitoring

After addressing your questions and concerns, we proceed with the implementation of the plan. Our team will assist you in executing the necessary steps to put the plan into action. We will guide you through the process, ensuring a seamless transition.

Our process is built on a foundation of collaboration and proactive communication. We are committed to delivering exceptional service and ensuring your financial well-being. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.