Our mission is to inspire and advise clients to help them achieve financial independence in order to maintain the lifestyle they desire. Agnello Financial Group's principal business is providing financial planning, investment advisory, and insurance services.
With proactive planning, objective investment strategies, and personal service, we assist our clients in formulating a sensible financial plan by providing investment opportunities to help meet their financial goals.At Agnello Financial Group, we work closely with each client. Our overriding principle, which guides all of our actions, is our responsibility to the client and our true objectivity.
With proactive planning, objective investment strategies, and personal service, we assist our clients in formulating a sensible financial plan by providing investment opportunities to help meet their financial goals.At Agnello Financial Group, we work closely with each client. Our overriding principle, which guides all of our actions, is our responsibility to the client and our true objectivity.
Services
About Us
Report
In 1988, Michael H. Agnello founded Agnello Financial Group and has successfully operated the firm for over 30 years. As a family-owned firm, we focus on designing investment portfolios to help individuals reach their financial goals. We specialize in investment advisory, investment monitoring, financial planning, and insurance services for a variety of clients.
Investment Advisory
Report
In order to obtain ongoing, in-depth advice and life planning, clients choose Agnello Financial Group to manage their assets in all aspects of their financial affairs, including those of their children. We provide investment advice and active management in your portfolio on a regular basis. We offer non-discretionary management - you make the ultimate decision regarding the purchase or sale of investments.
Investment Monitoring
Report
For assets held away, such as employer-sponsored retirement plan accounts, clients choose Agnello Financial Group to monitor their assets and provide periodic investment advice. We provide initial and quarterly guidance which includes asset allocation and investment portfolio construction. We provide a questionnaire to gather more specifics about your goals and values, current financial situation, and risk tolerance.
Financial Planning
Report
We conduct a one-time, in-depth evaluation of your current financial situation. This can include, but is not limited to retirement, estate, and education planning; tax analysis; a review of investment accounts; and a cash flow and net worth statement. We do not monitor the investments made as a result of a financial plan unless you hire us for a separate service.
Insurance
Report
You got where you are today by working hard and working smart. This means using all your resources to their maximum. Your time, talent, and resources are on the line and at risk. It is imperative that your financial and estate plan takes into consideration the risks that you, your family, and your business cannot afford to take.
Reviews
Be the first to review Agnello Financial Group.
Write a Review
