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Ben Agostino BFA (TM)

Agostino Financial Management, Inc.

2012 Market Street
1st Floor

Camp Hill, PA 17011
(717) 9637150

About Agostino Financial Management, Inc.

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.

General Information

CRD#

3244566

Firm CRD#

3244566

Name of Broker/Dealer

Cetera Investment Services

States Licensed in

PA, AZ

Years of Experience in Financial Services

20

Number of Years with Current Firm

12

Work Experience

Ben Agostino, BFA(TM) has been in practice for over 20 years.

I work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

Italian

Services

Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At your home, At my office, Via phone, At your office

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Behavioral Financial Advisor (BFA) TM

Securities Licenses

Series 63, Series 65, Series 24, Series 7

Insurance and Annuity Licenses

Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Subscriptions

Additional Details on Charges

We offer services under multiple models, giving the client options to best suit their needs.