How does the advisor help clients – Key Takeaways:
Zappitelli Financial Services provides comprehensive financial expertise to clients in order to help them achieve their financial goals. They offer a wide range of financial services and cater to various types of clients, including individuals, families, and businesses. Their experienced team of advisors, with over 20 years in the financial industry, are dedicated to providing personalized and trustworthy advice to their clients. Below, we’ll take a closer look at the facts and insights of Zappitelli Financial Services.
Facts and Insights:
Zappitelli Financial Services was founded in 2000 and has been in business for over 20 years. Their team consists of 10 advisors, all of whom have extensive experience and expertise in various aspects of finance. With their combined knowledge and skills, they are able to provide clients with tailored and effective financial advice to help them achieve their financial goals.
Here are some key figures about Zappitelli Financial Services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20 years |
Financial Services Offered:
Zappitelli Financial Services provides a wide range of financial services to their clients, including but not limited to:
- Investment planning
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Debt management
Their team of advisors work together to create a comprehensive and personalized financial plan for each client, taking into account their unique financial situation and goals.
Client Types:
Zappitelli Financial Services caters to a diverse range of clients, including individuals, families, and businesses. They understand that each client has different financial needs and goals, and they are committed to providing tailored solutions to help each client achieve their objectives.
Fees & Compensation:
Zappitelli Financial Services charges a percentage of assets under management as their fee for services. This fee structure aligns their interests with their clients’ interests, as their revenue is tied to the performance of their clients’ investments. They believe in transparency and strive to keep their fees competitive and fair.
Background:
The founder of Zappitelli Financial Services, John Zappitelli, has over 30 years of experience in the financial industry. He and his team have a strong understanding of the ever-changing market and are dedicated to continuously expanding their knowledge and skills to better serve their clients.
Financial Advisor Disclosures to Know:
Zappitelli Financial Services maintains a clean record with no disclosures. This means that they have not faced any legal or regulatory action in the past and have a good standing within the industry.