About ANTONELLI FINANCIAL ADVISORS, LLC
ANTONELLI FINANCIAL ADVISORS, LLC is a leading financial advisory firm dedicated to providing expert financial advice to individuals and businesses. Founded in 2005, ANTONELLI FINANCIAL ADVISORS, LLC has over 15 years of experience in the financial industry and has earned a reputation as a trusted advisor to their clients.
How does the advisor help clients – Key Takeaways:
- Create personalized financial plans for clients
- Provide investment management services
- Offer comprehensive financial planning and tax advice
- Assist with retirement planning and wealth management
- Help clients make informed decisions about their financial future
Facts and Insights
ANTONELLI FINANCIAL ADVISORS, LLC has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. They have a deep understanding of the financial industry and stay updated on the latest market trends and changes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 6 |
| Time in Business: | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance Planning
Client Types
ANTONELLI FINANCIAL ADVISORS, LLC works with a diverse range of clients including individuals, families, small business owners, and corporate clients. They tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
ANTONELLI FINANCIAL ADVISORS, LLC operates as a fee-based financial advisory firm. This means they charge a fee for their services and may also receive commissions for certain investment products they recommend. They are transparent about their fees and compensation and always act in the best interest of their clients.
Background
The team at ANTONELLI FINANCIAL ADVISORS, LLC has a diverse background in finance, tax and investment management. They are highly knowledgeable and have a strong track record of helping clients achieve their financial goals. Their personalized approach and commitment to excellence sets them apart in the financial advisory industry.
Financial Advisor Disclosures to Know
ANTONELLI FINANCIAL ADVISORS, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). They are required to disclose any potential conflicts of interest and always act in accordance with industry regulations. Clients can trust that their financial advisor has their best interest in mind.