We believe our teamwork approach adds a broader perspective to all we do and provides increased
benefits to our clients.
Our team of financial professionals can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What's the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
|Firm Start Year:||2005|
|States Licensed in:||FL CT MA RI|
|Number of Years with Current Firm:||13|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Alternative Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , At my office , At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Annuity , Disability , HMO , Variable Life , Long Term Care , Variable Annuity|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$ 500,000.00|
|Compensation Methods:||Based on Assets|
|ACCOUNTING & FINANCE - ACCOUNTING||
Paul began his career working for a "Big Eight" accounting firm, he was then recruited by a large insurance company where he was quickly promoted to Major Market Manager. Paul spent 35 years in the insurance industry building strong relationships with his clients managing over seventy advisors and employees, providing cost effective solutions for businesses and individuals. In 2005, Paul retired and soon after launched his own firm, Savona Financial & Insurance Agency. Paul continues to pride his career on his client relations and is dedicated to keeping Savona Financial & Insurance small enough to provide a one on one relationship with each client.
Paul is a graduate of Bentley College where he earned his degree in Accounting and Finance.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|