Aquino Financial Group, LLC is a wealth management firm based in historic Westminster, Maryland. Creating a financial plan requires a disciplined, well thought out approach. With guidance from multiple specialists our professional team provides comprehensive service. We have an established history of providing solutions to a variety of clients in various life stages.
In Financial planning there is NOT a One-size fits solution. At Aquino Financial Group, LLC we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
In Financial planning there is NOT a One-size fits solution. At Aquino Financial Group, LLC we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Services
Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up. Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service. YOUR unique problems are being addressed with unique solutions from our wide and deep "toolbox".
Steve's firsthand experience as a family man, a business owner, and being active in his community, provides him with appreciation for proactive planning. For over two decades, Steve has shared his extensive knowledge and. Bobbi joined Aquino Financial Group, LLC in January of 2006. She is a Certified Mediator bringing extensive expertise for developing and maintaining relationships with clients and associates.
The advisors at Aquino Financial Group, LLC will work with you to customize an investment management solution that ensures you have the opportunity to achieve your unique and important goals. Asset Management is a collaborative process between advisor and client that provides solutions to needs including retirement planning, college education, wealth transfer and risk management.
Quite the contrary, we offer insurance and investment products from a wide range of well established and highly rated companies. We are available for educational seminars and training for your employees, retiring associates and executives/senior management. By engaging them in a constructive, open discussion that we can help facilitate.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Reviews (1)
Kelly Heck
Aug 02, 2020
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