We build long-term relationships with our clients by providing solutions to their financial challenges; helping them realize their goals and grow and protect their assets. At Agnone & Associates Financial Services, our clients are our most valuable asset. We are a team of financial service professionals with a consistent focus on superior customer service and exceeding our clients expectations.
Whether it be servicing one of our many retirement plans or providing financial planning to our valued clients, we go the extra mile. Securities offered through First Allied Securities Inc, a Registered Broker Dealer, Member FINRA / SIPC. Advisory services offered through through First Allied Advisory Services, A Registered Investment Advisor.
Whether it be servicing one of our many retirement plans or providing financial planning to our valued clients, we go the extra mile. Securities offered through First Allied Securities Inc, a Registered Broker Dealer, Member FINRA / SIPC. Advisory services offered through through First Allied Advisory Services, A Registered Investment Advisor.
Services
Our approach to servicing our retirement plan clients is unique to the financial services industry. The industry will typically herd employees into a "group" enrollment meeting, talk miles above the participants head, and ask them to fill out their enrollment forms. Afraid of looking dumb in front of their co-workers, questions are not asked and employees leave with a half hearted understanding of one of their most important benefits.
Agnone & Associates can help you evaluate your options with regard to rolling over a former employers 401k or other retirement plan to your own IRA. In addition we can help you make wise decisions regarding your current IRA's and the allocation and fund managers involved. A member of our team will meet with you to review your goals, level of tolerance for risk, and time horizon to suggest a suitable portfolio of funds and managers.
Through our affiliation with a team of Financial and Legal professionals we comprehensively address 13 Wealth Management Issues with clients who have reached Elite status with our firm. Certified Wealth Strategist and the CWS designation are achieved through successful completion of a course of rigorous study of material taught by the Cannon Financial Institute.
Greg founded Agnone & Associates in 2000. He has a Masters Degree in Finance from Bryant College and a Bachelor's Degree from Northeastern University. His dream of opening a one-stop financial shopping experience is carried on through today by the experienced staff of Agnone & Associates. Greg Agnone is a Certified Wealth Strategist.
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