Agnello Financial Group, Inc.
In 1988, Michael H. Agnello founded Agnello Financial Group and has successfully operated the firm for 30 years. The family-owned firm focuses on designing investment portfolios to help individuals retire successfully. We specialize in the comprehensive financial planning, investment advisory and insurance services for a variety of clients. Our goal is to establish balanced and diversified portfolios that can provide both long-term growth opportunities and income-generating investments to clients who are retired or approaching retirement. We seek the best investment opportunities available to meet your objectives, time horizon and risk tolerance.
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.
We gather investment time horizon, income and liquidity requirements, prior investment experiences and tolerance for risk through a questionnaire and discussion(s).
Through our Investment Advisory, Financial Planning, Investment Monitoring, 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.