Broker Check

712 North Olive Avenue, West Palm Beach, FL 33401-4015

(561) 833-7080
Mike@AgnelloFinancial.com

Agnello Financial Group, Inc.

Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.

What We Deliver
Strategic Financial Counsel with Clarity and Care

We offer forward-thinking financial guidance, shaped by a wealth of experience. We will be your partner in your journey to a bright and sound financial future.

WELCOME
Our Focus is on Client Relationships

Every call to our clients begins the same way – by asking if you have a moment.  We value your time and the trust you instill in us.  Before we build any strategy, we want to know what inspires you and what your financial future looks like.

Next Steps
Real Results Supported by Thoughtful Planning

Life doesn't come in neat categories, but having the right support and a clear outline can make a real difference.


Investment Advisory

We'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.

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 Investment Monitoring

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Financial Planning

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks.

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Insurance

Insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. We'll work with you and your legal team to create a thoughtful plan. box-empty

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation. box-emptyQuestionnaire

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most. box-empty

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build. box-empty

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals. box-empty

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence. box-empty

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities. box-empty

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan. box-empty

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful. box-empty

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind. box-empty

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals. box-empty

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Financial Planning

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks. box-empty

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Our Process

1. Let's Talk
Understanding Our Clients

Our successful investment management relationships begin with a clear understanding of each client's specific needs, concerns and long-term objectives.  Our interaction with you will reflect our honesty and concern for your interest, not ours, which has created a tradition of long-lasting client relationships.

2. Let's Plan
Building Framework

We gather your investment time horizon, income and liquidity requirements, prior investment experiences, and tolerance for risk through a questionnaire and discussion(s).

3. Let's Keep Going
Implementing Strategy

Through our Investment Advisory, Investment Monitoring, Financial Planning, or Insurance services, great care is taken to explain the potential risks and returns of various investments.  Asset allocation and diversification are key factors when selecting the individual securities that will make up your portfolio.

Client Questionnaire