In response to our growing client demand to offer complete and integrated financial products and services, G.M. Abodeely Insurance Agency is proud to announce a strategic alliance with Tamagni Wealth Advisors. As seasoned professionals, Paul Tamagni and Nathaniel Hahn will be able to provide Abodeely clients with these expanded services and give our valued client base access to a broad range of quality financial products and services including, but not limited to:
LIFE INSURANCE: Whole Life – Term Life
ASSET ALLOCATION: Power of Asset Allocation – Customized Portfolio Analysis & Design – Diversifying Client Assets – Individual Investment Strategies
FEE-BASED PLANNING: Financial Planning Based on Goals – Coordination of Strategies with Existing Advisors – Educating Clients on Advanced Planning Techniques
GROUP BENEFITS: Healthcare – Dental Coverage – Life Insurance – Short/Long Term Disability – Long Term Care Insurance – Retirement Plans
RETIREMENT PLANS: Healthcare – Dental Coverage – Life Insurance – Short/Long Term Disability – Long Term Care Insurance – Retirement Plans
A well-timed visit with a qualified financial services professional like Paul, can produce the “umbrella” that helps to protect your family and/or business from rainy days for many generations to come.
Tomorrow is never promised. Contact Tamagni Wealth Advisors today to set up a meeting or discuss your options.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Tamagni Advisory Group, a registered investment advisor. Tamagni Advisory Group, Tamagni Wealth Advisors, and LPL Financial are separate entities and not affiliated with from LPL Financial GM Abodeely Insurance Agency.