Camp Hill, PA 17011
Welcome to Agostino Financial Management
Throughout the years, we learned what great Financial Advisory services could and should be. As a result, our promise to you is...
1. A Financial Advisor in your corner that cares about you and your overall Return on Life.
2. An Advisor with 20 years of helping families Plan, Invest, and Protect with confidence.
3. An Advisor that drives innovation through education, technology, and unique skills designed to help you pursue quality of life.
4. An Advisor that spends the time to explore and work through your individual and family financial needs.
5. An Advisor that cares to ask the right questions, coach you through important financial decision, and helps you be prepared for life's important transitions.
6. An Advisor that personally responds in a timely manner.
7. An Advisor that acts in your best interest.
We invite you to come in for a complimentary conversation. Contact us at (717) 963-7150 or request a meeting below.
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Foreign Languages Serviced
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Additional Details on Charges