Asset Management & Advisory Service, a company providing financial planning services in Lee County, Florida, has launched a new website that summarizes all of its offerings and makes them easily accessible to all new and existing clients.
The new website is packed with features that make contacting the company, interacting with its representatives, and keeping up with its updates simple and seamless. As soon as a visitor lands on the homepage, they are greeted with an overview that explains what the business is all about and how it can help them plan and feel confident about their financial future. To help a potential client understand the value the company offers, its homepage lists all of the company’s core services, including wealth management, financial planning, retirement income planning, and strategies. insurance.
The website also highlights the many large financial firms with which Asset Management & Advisory Service partners to provide its services to its clients. These companies include household names as well as some stalwarts of the financial industry such as Prudential, Allianz, American General, Athene, BlackRock, Calamos Investments, Capital Group, Delaware Life, Fidelity Investments, Franklin Templeton, Invesco, Jackson, Janus Henderson, John Hancock , Lincoln Financial and Oppenheimer.
Visitors who wish to engage in conversation with company representatives are also free to use the chat window available from any page of the website. The chat window allows visitors to send a message to company representatives, which they will respond to as soon as possible. Visitors are only required to provide details such as their name, mobile phone number and email address to enable the Company to contact them. The website also contains handy links to all of the company’s social media pages which are constantly updated with news and information about the services it offers. The website is also linked to a calendar that helps customers track and prepare for upcoming company events.
The website’s About Us page gives readers more information about the owner of the business, Peter Casciotta, a financial planning professional who has grown the business steadily over the years through referrals. of satisfied clients and succeeded in attracting a dedicated clientele in the financial community. 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 Regulatory Authority) since 1994. Before his finance professional, he raised capital to finance the creation of Projectavision Inc., a high-tech company responsible for creating the LCD projector. 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.
The company’s wealth management service is a comprehensive package that caters to high net worth individuals who have complex portfolios worth at least $250,000 or more. The Wealth Management package includes several solutions such as investment management, financial planning, retirement planning, legal planning, philanthropic planning, estate planning, and tax services, to name a few- one. The company’s goal as a wealth advisor, according to the website, is to take control and unlock the potential of all aspects of one’s financial life.
The company’s financial planning services are available to help individuals and businesses who want to achieve their long-term monetary goals. To help them achieve their financial goals, the company says it will create a financial plan for its clients that will evolve over time and as priorities change. Those approaching retirement age can take advantage of the company’s retirement income planning services to enable them to achieve financial independence at an age where they can relax and reap the rewards of their labor. The company can also help its customers mitigate their risks by creating a detailed insurance plan that matches their specific personal and business needs.
Asset Management & Advisory Service can be contacted at the telephone number (239) 356-1515 or by using an online form on its website. His office is located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904.
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