About Agnello Financial Group, Inc.
Agnello Financial Group, Inc. is a trusted financial advisory firm that provides expert guidance to individuals and businesses. With a team of experienced professionals, Agnello Financial Group offers a comprehensive range of financial services and strives to build long-term relationships with its clients.
How the Advisor Helps Clients – Key Takeaways:
- Expert financial advice for individuals and businesses
- Comprehensive range of financial services
- Long-term relationship building with clients
Facts and Insights:
- Founded in 2005
- Assets under management: $500 million
- Number of advisors: 15
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types:
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
Agnello Financial Group charges a fee based on a percentage of assets under management. This ensures that the interests of the firm and its clients are aligned and eliminates any conflicts of interest. The firm also discloses all fees and compensation transparently, ensuring complete transparency with its clients.
Background:
Agnello Financial Group was founded in 2005 by John Agnello, a financial expert with over 20 years of experience in the industry. Over the years, the firm has grown and expanded its services to cater to the evolving needs of its clients. The team at Agnello Financial Group is dedicated to providing personalized and expert financial guidance to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Agnello Financial Group is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The firm has a clean record and is committed to maintaining the highest ethical standards when it comes to handling its clients’ finances.