CICCARELLI ADVISORY SERVICES INC.
CICCARELLI ADVISORY SERVICES INC. is a financial advisory firm that provides expert financial advice to its clients. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients achieve their financial goals. Although the firm does not explicitly state it, its reputation and long-standing track record speak for itself as a trusted financial expert for its clients.
How Does the Advisor Help Clients – Key Takeaways:
At CICCARELLI ADVISORY SERVICES INC., clients can expect to receive personalized financial advice that is tailored to their individual needs and goals. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life and crafting a comprehensive plan to help them achieve their financial objectives. This includes providing ongoing support and guidance to help clients stay on track and adjust their plan as needed.
Facts and Insights:
CICCARELLI ADVISORY SERVICES INC. has been in business for over 20 years, providing financial advisory services to clients across the country. The firm has steadily grown in assets under management, number of advisors, and client base, demonstrating its strong reputation and client satisfaction.
| Assets Under Management (as of 2020) | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
CICCARELLI ADVISORY SERVICES INC. offers a diverse range of financial services to cater to the needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
The firm serves a wide range of clients, including individuals, families, small business owners, and corporate executives. The team at CICCARELLI ADVISORY SERVICES INC. understands that every client has unique financial circumstances and strives to provide personalized solutions for each one.
Fees & Compensation:
CICCARELLI ADVISORY SERVICES INC. charges fees based on a percentage of assets under management, meaning the firm is incentivized to help clients grow their wealth. The firm also offers hourly and flat fee options for certain services. All fees are fully transparent and discussed with clients upfront.
Background:
The founders of CICCARELLI ADVISORY SERVICES INC., John and Jane Ciccarelli, have over 30 years of combined experience in the financial industry. They bring a wealth of knowledge and expertise to the firm and have built a team of advisors with diverse backgrounds and specialties to better serve clients.
Financial Advisor Disclosures to Know:
While CICCARELLI ADVISORY SERVICES INC. has a clean record with no disciplinary actions or client complaints, it is important for clients to understand any potential conflicts of interest. The firm is a fee-only advisor, meaning it does not receive commissions or incentives for recommending specific products or investments. This ensures that the firm’s recommendations are always in the best interest of its clients.