Lee County, Florida, Financial Advisor Asset Management & Advisory Services has commenced operations in a new office located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904. The office can be reached at telephone number (239) 356-1515.
Asset Management & Advisory Services specializes in providing a range of financial services to individuals and businesses, such as wealth management, retirement planning, financial planning and insurance risk mitigation strategies . The company says its goal is to help clients get a handle on their current asset portfolio and put plans in place to preserve and grow their net worth throughout their lifetime. The company is an Independent Financial Adviser (IFA), which means that it is not beholden to any financial institution when it comes to offering investment opportunities and products to its clients, which translates to unprecedented freedom in the ability to choose tailor-made financial solutions. specifically for the needs of its customers.
Company owner Peter Casciotta talks about his approach to serving his clients, saying, “Our primary goal is to build a strong and healthy working relationship with our clients. We want them to feel comfortable trusting us with their most valuable assets and the fruits of their life’s work. This level of trust cannot be built overnight. It’s an iterative process that starts with opening an honest line of communication regarding the client’s finances, then making actionable suggestions so our clients can see the results for themselves. We devote considerable time and resources to studying financial markets and trends in order to find the most appropriate investment opportunities.
The company also asks potential clients to do their due diligence before trusting an independent financial adviser. A credible adviser will be able to illustrate his competence by his qualifications, which are numerous, depending on the type of services offered by the financial advice company. According to the company, a certificate in financial planning is the minimum requirement that a financial consultant should be able to meet, while advanced qualifications may be required depending on their specializations.
Peter Casciotta has paid his dues when it comes to showing he has the chops by seeking to give his clients the most accurate financial advice. Peter holds licenses for passing Series 7 (General Securities Representative Exam), Series 65 (Uniform Investment Advisor Exam) and Series 63 (Uniform Securities Law Exam) with FINRA (Financial Industry Regulator) since 1994. Currently, Peter Casciotta is a Registered Representative and trades in securities through CoreCap Investments, LLC. He is also an investment advisory representative and provides advisory services through CoreCap Advisors, LLC.
Peter has also shown a great deal of entrepreneurial zeal over his long and storied career. Prior to his career as a finance professional, he raised capital to fund the creation of Projectavision Inc., a high-tech company responsible for creating the LCD projector. Since starting his current profession of providing invaluable financial advice, he has managed to establish himself as a leading voice in the financial community through his dedication to sharing his knowledge and insights with his peers and to demonstrate outstanding results in the form of growth in the portfolios under his leadership.
The company also recently launched a brand new website that lists all of its services, upcoming events, helpful informational resources, and links to its social media. the financial planner The company can be contacted via a simple chat feature on the new website for a one-on-one conversation with one of its representatives.
For more information on ASSET MANAGEMENT & ADVISORY SERVICES, contact the company here:
ASSET MANAGEMENT AND ADVISORY SERVICES
1222 SE 47th St Suite 304,
Cape Coral, FL 33904