Facts and Insights
SILVESTRI FINANCIAL AND TAX ADVISORS, INC. has been providing expert financial and tax advice for over 20 years. Led by a team of experienced financial advisors, they have built a strong reputation for helping clients achieve their financial goals.
Their approach is centered around developing personalized financial plans that align with each client’s unique needs and objectives. This not only ensures that clients receive tailored solutions, but also allows for a more comprehensive understanding of their financial situation.
Through their expertise and commitment to their clients, SILVESTRI FINANCIAL AND TAX ADVISORS, INC. has become a trusted partner in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
As a full-service financial firm, SILVESTRI FINANCIAL AND TAX ADVISORS, INC. offers a wide range of services to meet their clients’ needs. These include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
Client Types
SILVESTRI FINANCIAL AND TAX ADVISORS, INC. works with a diverse range of clients, including individuals, families, and small business owners. Their team has the expertise to address the unique financial needs of each client and guide them towards financial success.
Fees & Compensation
The professionals at SILVESTRI FINANCIAL AND TAX ADVISORS, INC. are transparent when it comes to their fees and compensation. They believe in building long-term relationships with their clients, and therefore, aim to provide competitive and fair fees. They offer both fee-only and commission-based options, depending on the specific services and needs of the client.
Background
SILVESTRI FINANCIAL AND TAX ADVISORS, INC. was founded in 2001 by John Silvestri, who has over 30 years of experience in the financial industry. He wanted to create a firm that prioritized the client’s needs and provided unbiased advice without any pressure to sell products or services. Today, the team at SILVESTRI FINANCIAL AND TAX ADVISORS, INC. carries on this tradition and continues to provide exceptional financial and tax advice.
Financial Advisor Disclosures to Know
As with any financial firm, SILVESTRI FINANCIAL AND TAX ADVISORS, INC. is required to disclose any potential conflicts of interest and other relevant information. These disclosures can be found on their website and include information such as fee schedules, affiliations, and potential conflicts of interest.
Overall, SILVESTRI FINANCIAL AND TAX ADVISORS, INC. is a reliable and trustworthy choice for individuals, families, and small business owners seeking expert financial advice. With their experience, transparent fee structures, and commitment to their clients’ success, they are a top choice for those looking for personalized financial planning solutions.