Where Service, Experience and Creativity Meet


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SPINELLI FINANCIAL ADVISORS

Where Service, Experience and Creativity Meet


Services


Wealth Management

Investment Management

Tax Services

Retirement Planning

Business Services

Executive Services

Senior Care

Estate Planning

Wealth Management FIRM

Spinelli Financial Advisors is an independent multi-disciplinary group of trained professionals versed in investments, tax planning, and estate and trusts.  Our goal is to build a relationship with you,  serving your needs, goals and aspirations.  

Our firm was built by professionals dedicated to providing world class service, to complex problems faced by high net worth individuals and families.  We are selective about the clients we choose to serve. They must be like minded, receptive to innovation, and are seeking a single office to handle their wealth.  


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(732) 564-9404

mark@spincpa.com