Paul Savona
Savona Financial & Insurance Agency

Tel: (860) 388-9560
Serving Fort Myers-Cape Coral
Cape Coral, FL 33914

SECURING YOUR FINANCIAL FUTURE

Savona Financial & Insurance Agency | Financial Advisor in Cape Coral ,FL

About Savona Financial & Insurance Agency

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

Risk management

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.


General Information

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


Services

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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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


Education

ACCOUNTING & FINANCE - ACCOUNTING  BENTLEY COLLEGE
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Paul Savona

Paul Savona


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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM