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CATALANO FINANCIAL is a well-established financial firm that offers a wide range of services to its clients. With years of experience and a team of knowledgeable advisors, CATALANO FINANCIAL acts as a trusted financial expert for its clients.
How does the advisor help clients – Key Takeaways:
- Assists clients in achieving financial goals
- Offers personalized financial plans
- Provides expert advice on investments
- Offers tax planning strategies
Facts and Insights
With over 20 years in the industry, CATALANO FINANCIAL has gained valuable insights and experience in the world of finance. Through their extensive research and analysis, they stay updated on the latest trends and developments in the financial market. This knowledge allows them to provide their clients with the most effective strategies and solutions for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 20 years |
Financial Services Offered:
CATALANO FINANCIAL offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
CATALANO FINANCIAL works with a variety of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and needs and tailor their services accordingly. Their objective is to help clients achieve financial security and stability through personalized solutions.
Fees & Compensation
CATALANO FINANCIAL operates on a fee-only basis, which means they do not earn commissions from the sale of financial products. This allows them to provide unbiased and conflict-free advice to clients. Fees can either be charged as a percentage of assets under management or a flat fee, depending on the services provided.
Background
CATALANO FINANCIAL was founded by Jane Catalano, a highly experienced financial advisor with over 30 years of experience in the industry. She holds a CFP certification and is also a member of several prestigious associations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
- CATALANO FINANCIAL is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They do not have any disciplinary actions or legal actions against them.
- They have a clean record of compliance with industry regulations.
Overall, CATALANO FINANCIAL offers a comprehensive range of financial services, personalized solutions, and a team of experienced advisors to help clients achieve their financial goals. Their commitment to providing unbiased and trustworthy advice makes them a reliable partner for all your financial needs.