Where Service, Experience and Creativity Meet

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Spinelli Financial Advisors' constructs and separately manages a portfolio of individual stocks, supplemented by exchange traded funds (ETFs) and fixed income investments custom-fit for you. Our approach provides for greater control over taxes to increase your net worth.


Services


Wealth Management

Investment Management

Tax Services

Retirement Planning

Business Services

Executive Services

Senior Care

Estate Planning

Investment Management

By thoughtfully selecting appropriate investments and providing solid, independent market insight, we design and build a unique diversified portfolio to meet your needs during economic ups and downs.

We stress accountability and transparency. We hold quarterly meetings with you to go over investment performance, the economy, tax law, and other planning issues.

Spinelli Financial Advisors is a registered investment advisor. George Mark Spinelli (AKA Mark), is a Certified Financial Planner CFP™, and a Certified Public Accountant CPA. We adhere to a fiduciary standard of care and a professional code of ethics in advising and managing your assets. Put simply, you can trust that our recommendations and advice will be securely based on achieving your goals, not ours!


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(732) 564-9404

mark@spincpa.com