Financial Advisor

Richard Cecchi, CPA

Richard Cecchi
Achievements:
  • CPA
  • Series 7, 63

Services:
  • Tax Planning
  • Retirement Planning
  • Mutual funds
  • 401(k)/403(b) Rollovers
  • College Planning
  • IRA/Roth IRA Investments
  • Budget/Debt Consultations

Phone Number:

631-605-8400 ext 101

Email:

rcecchi@verityinvest.com

Focused on helping you

Richard Cecchi is a Certified Public Accountant for over 25 years with experience in individual, corporate, partnership and estate tax returns. In addition to his extensive tax background he is a financial planner with his series 7 and series 63. Richard lives in Babylon, NY with his wife and has a son and daughter. During his free time he enjoys playing ice hockey, boating, traveling and spending time with family and friends.

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