2 Chestnut Hill Road,
At Agnone & Associates Financial Services, we offer a variety of professional services in the areas of comprehensive financial planning, asset management, and insurance analysis. Our team of experienced professionals collectively serve as a dependable, level-headed voice of reason. By sharing the wisdom we gained through our experience, we are able to instill a sense of calm for our clients during turbulent times. We offer personalized, gold-standard service, and we try to work with clients of all sizes to avoid the common mistreatment of the small investor.
We educate our clients about financial concepts and products, and we strive to take the mystery out of investing, insurance, estate planning, and preserving wealth. Our team understands the many challenges that can come with planning for your financial future, and we know that the biggest concern for many is outliving their money. We can help you focus on money management and other issues that are critical to your financial well-being.
Additionally, we also have an expertise in the captive insurance arena, which allows us to advise business owners regarding property and casualty insurance strategies that others are unable to match. We help the small investor by offering a very strong knowledge of the insurance business to complement our asset management and financial planning services.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.