Company

Mancini Financial Strategies is a full service financial planning and investment advisory firm, specializing in total asset management. Areas covered include, but are not limited to Retirement Planning, Estate Preservation, Wealth Transfer as well as Risk Management for individuals and closely-held businesses.

At Mancini Financial Strategies, we recognize that Financial Planning is a process, not a product. It is a process that involves discovering your goals, developing a plan, and implementing and monitoring that plan, to help you to pursue your financial goals.

We would enjoy the opportunity to discuss with you how to make your financial dreams a reality. Please feel free to contact us with any questions, comments or to schedule your no obligation, financial consultation.

The investment advisory services at Mancini Financial Strategies are offered through LPL Financial, a registered investment advisor.

Throughout the past couple of years, even amidst economic uncertainty, we have focused on our clients individual needs, placing their best interest first. We have remained true to our philosophy that trust, honesty and integrity are key to building a strong financial foundation, for our clients. We believe this approach has been a benefit to our clients and we can offer this same personalized service and unbiased guidance to you.

Our company is based on the principal that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (302) 824-7068.