Ancona Financial Advisors

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Description

We do not expect fees for initial meetings. Their purpose is not to provide services, although we frequently resolve issues for people during these meetings. If we can help someone determine that they do not need a financial planner, we are glad to provide such assistance without charge. We venture our time, to determine whether our visitors can be clients who will benefit from our services for many years. It is a time for you to explore whether our services will improve your lifestyle and for us to explore whether we believe a good long-term relationship is likely to evolve.

Our service is an open retainer, which means we provide extensive open-ended service for any financial matter that may arise during the year.

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