Antonio Porretta
Investing
Why pick this one
Antonio Porretta offers personalized financial strategies and focuses on understanding clients' values for their financial planning needs.
Best for
- holistic financial planning
- retirement planning for business owners
- long-term wealth management
Look elsewhere if
- simple investment management without lifestyle considerations
- clients looking for quick, one-time financial solutions
Specialties
- retirement income planning
- business retirement plan solutions
- wealth transfer
Certifications
- LPL Financial
What makes them different
- focus on understanding client values
- holistic plan design
- personalized financial strategies
- dedicated support for small business owners
- Serves
- Harrisburg
Distilled from this business's own website.
Contact & Location
- Address
- 3916 Balmoral Ave, Harrisburg, NC 28075-5604
- Phone
- +17049609646
- Website
- http://www.antonioporretta.com
- antonio.porretta@lpl.com
Services
- financial planning
- investment management
- risk management
- insurance
- cash management services
- private client services