Joseph D. Polsinelli is an experienced advisor and the founder of Empire State Asset Management, LLC, established in 2001. With a career spanning over 32 years, Joseph specializes in providing comprehensive financial planning, personalized investment management, and retirement planning services. His experience extends to assisting individuals, families, and small to mid-sized businesses in establishing defined contribution – 401(k) plans and defined benefit retirement plans.
Joseph is known for his direct, client-focused approach, characterized by meticulous attention to detail, active listening, and deep empathy. Through one-on-one interactions, he has helped numerous clients achieve their financial goals and milestones. His commitment to clients extends beyond the typical financial advisor role, as he actively educates employees on the value of plan participation, conducts face-to-face meetings to tailor investment strategies, and establishes goal-driven approaches to retirement planning.
Joseph is not only an Investment advisor but also a dedicated community member. He conducts workshops and seminars for local businesses, explaining the benefits of optimized retirement plan design for both employers and employees.
Joseph holds a Bachelor of Science degree from Nazareth College of Rochester, Rochester, NY, and a Certificate in Financial Planning from the College of Saint Rose, Albany, NY. Outside of his professional life, Joseph is a proud parent and is actively involved in not-for-profit development and community participation. He has a passion for the outdoors, with interests in biking, hiking, kayaking off the coast of Maine, and exploring the Adirondacks. His love for food adds another dimension to his vibrant life, whether in its preparation or shared dining experiences with clients. In his leisure time, Joseph enjoys traveling and cherishes quality time spent with family and friends.
ADV Part 2B
