At Angelo & Associates Financial Planning Group, we are committed to providing impeccable service that stands out from the competition. We believe our clients benefit from:
Advisors working for banks and brokerage firms are typically tied to proprietary products and have quotas to meet. This often leads to conflicts of interest, meaning what they recommend to a client may not be the best option available. As an independent firm, we have the freedom and flexibility to choose from a wide range of investment solutions and products. We offer clients objective advice and strategies aligned with their best interests.
We believe transparency is key to feeling confident in your strategies. We always make sure our clients understand what they are paying for the services they are receiving. We have the ability to provide both fee-based and commission-based services.
We strategically partner with professionals in other fields, including CPAs and estate attorneys, in order to provide our clients with additional helpful resources. We believe our partnerships makes us uniquely appealing to clients.
We enjoy working closely with clients to build trusting relationships. We seek to work with them throughout their life and help them stay on track as they pursue their financial goals. We enjoy the opportunity we have to guide clients toward their goals and play a pivotal role in their lives for the long-term. Beyond developing a client’s financial plan, we also provide ongoing support as they live in retirement, from offering guidance to adjusting a plan based on personal, legal, or economic changes.
A Disciplined Approach
We value our time spent with clients and take the time to learn about their financial situation and goals. By getting to know them, we can customize each strategy based on their individual needs. After developing and implementing their financial plan, we monitor progress and offer assistance as needed, remaining a constant source of support. Beyond scheduled phone calls and regular portfolio reviews, we are available for a phone call or meeting whenever a client has a question.