Scott R. Onofry, CFP<sup>&reg;</sup> - Financial Advisor

Scott R. Onofry, CFP®

Onofry Financial Services

17 E Main St, PO Box 812
Port Jervis, NY 12771
FINANCIAL ADVISOR'S WEBSITE
(845) 858-1018

General

Scott Onofry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Onofry Financial Services in Port Jervis, NY and the surrounding communities.

Financial Advisor Overview

Onofry Financial Services is a full service financial planning firm whose office is located in Port Jervis, New York. It is an independent financial planning firm that does not provide any proprietary products, but offers a wide array of products from many different companies. The goal of the firm is to provide to each client objective financial planning services that are suitable to the client and are intended to meet that client's realistic goals and objectives.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MPAS®

Insurance Licenses

  • Life insurance: NY, PA, and NJ
  • Fixed annuities: NY, NJ, and PA
  • Variable annuities: NY, NJ, and PA

Broker-Dealer Affiliation

Cadaret, Grant and Co., Inc.

Broker-Dealer Disclaimer

Registered Representative offering securities and advisory services through Cadaret, Grant & Co., Inc., Member FINRA / SIPC. Onofry Financial Services and Cadaret, Grant & Co., Inc. are separate entities.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources