We understand that your family's needs are as unique as you are. Our CAS team offers you an expansive range of personalized services that can address every facet of your full financial picture - from tax considerations and cash flow management to charitable giving and legacy planning. Our core values and guiding principles serve as the bedrock for every relationship we share with our client families.
As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness. For more than 35 years, we have empowered our client families to simplify and organize their full financial picture.
As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness. For more than 35 years, we have empowered our client families to simplify and organize their full financial picture.
Services
Our father, Frank Ciccarelli, was a pioneer in financial planning. He instilled his core values, guiding principles, and passion for finance into each of his children. In 1983, Ray Ciccarelli and Kim Ciccarelli Kantor - a brother and sister - founded Ciccarelli Advisory Services. While our business has grown tremendously over the past 38 years, we continue to be a family-owned, family-focused registered investment advisory firm.
Review and analysis meetings to document and visualize your full financial picture in a simplified and easy-to-understand format. Frequent meetings to educate you about your investments so you can make sound decisions for yourself and your family. Comprehensive examination of complications that could challenge the preservation of your financial security.
We advocate for the legacy of your family and our firm's continued ability to benefit you. We focus on preserving and protecting your legacy for generations to come. We strive to fulfill all facets of your family's financial goals - delivering meaningful solutions that are rooted in comprehensive financial planning.
Based on revenue trends, assets under management, compliance records, industry experience and best practices. Based on following industry best practices and ranking based on assets under management, revenue, customer satisfaction and other factors. This award is based on an annual readers' poll of the Naples Daily News and naplesnews.com to celebrate the most popular businesses and institutions in a wide variety of categories.
We have included several educational resources that may be useful to you and your family as we work together to preserve and enhance your full financial picture. For additional educational articles and continuous updates, visit our CAS News webpage. If you are unable to view these resources, please download the latest version of Adobe Reader here.
Reviews
Be the first to review Ciccarelli Advisory Services.
Write a Review
