We are confident that with our combined experience and knowledge as financial professionals, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp the concepts we provide. We recognize that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We have positioned our team as a lifetime resource for each and every client and business we diligently serve.
Team of Financial Professionals
Wealth Management Department
Financial Planning Department
Investment Department
Vincent Tagliaferri, CFP
CERTIFIED FINANCIAL PLANNER™ professional , Registered Representative
vtagliaferri@financialguide.com
Vince has over 20 years of experience as a Financial Planner with an expertise in investment case design and portfolio construction. He develops and monitors investment portfolios that are cumulatively worth over 5 billion in assets....
Creative Risk Management Department
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.