The decline in the markets over the past year has been unsettling, and many experts suggest that an economic recovery may take time. In situations like these it helps to have a relationship with a financial professional you can trust, one who puts your goals first and is not influenced by the business objectives of a large corporation.
If you’ve developed a long-term plan with a family advisor whom you trust, you may feel relatively confident about your future, even in the current environment. If you don’t have a plan at this time, or if you are dissatisfied with the guidance of your current advisor for any reason, I hope you will take a moment to call me and discuss your situation.
As an independent, “Main Street” financial professional, I’ve made it my life’s work to understand the numerous challenges that hard working people face as they try to raise their families, save for college and prepare for retirement. I offer personalized guidance that addresses my client’s unique needs. My practice is located right here in the community where I live. When you call or visit my office, you’ll meet with a person who really listens and who will understand your needs. Because I’m independent, I have no company agenda to promote—my clients’ goals always come first.
I am affiliated with LPL Financial, ranked for 13 years as the nation’s number one independent broker/dealer.* My partnership with LPL Financial provides exceptional resources and support, creating a “best of both worlds” approach—enabling me to offer you the extensive resources of a large and established firm, and the Main Street service of an advisor who really listens to your concerns. LPL Financial gives me access to unbiased research from an experienced team of professionals who really know the markets. LPL Financial does not engage in investment banking and offers no proprietary products, so I’m free to recommend the investment options that best suit your personal goals.
Even in today’s difficult market, a long-term approach can help you maintain perspective and feel more confident. Please call me or email me here at your convenience Salvatore Agnello to let me introduce myself and learn more about your concerns. It would be my pleasure to help you develop a plan for your financial future.
*Based on total revenues, as reported in Financial Planning magazine. June 1996-2009
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All services provided with the greatest degree of integrity and strict confidentiality member http://www.finra.orghttp://www.sipc.org The LPL financial registered representative associated with this site may only discuss and or transact securities business with residents of the following states: New York, Maryland, and New Jersey.
Independent retirement and 401k risk management from a trusted neighbor
