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:||Cetera Investment Services|
|States Licensed in:||PA, AZ|
|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:||Individual Investors, Businesses|
|Foreign Languages Serviced:||Italian|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Insurance, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, At your office, Via email, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Variable Annuity, Annuity, Long Term Care, Life, Health, Variable Life|
|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|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||100000|
|Compensation Methods:||Flat Fee, Based on Assets, Subscriptions|
|Additional Details on Charges:||We offer services under multiple models, giving the client options to best suit their needs.|
|Organization:||DCHA - Downtown Camp Hill Association|
|Position :||Board Member and Chair of the Business Development|
Over the past 20 years, Ben has provided his clients with Comprehensive Financial Planning, Wealth Management, Insurance services, Life Planning, and Retirement Coaching. He is committed to helping you build the best life you can with the money you have.
Retirement planning is central to what we do at Agostino Financial. We have enjoyed helping hundreds of clients retire with confidence over the past 20 years. We also specialize in Retirement Coaching to help our clients transition more successfully into retirement.
Financial Planning for Individuals
Our job as your Financial Planner is to build a bridge be between where you are today and the life you want to live tomorrow. This is where we collect and analyze your financial information and create an action plan to pursue your financial life goals. your financial life goals.
Through our financial planning process, we help our clients optimize optimize existing or new insurances to protect and benefit their family, business, or favorite charity.
|Mon.||9:00 AM - 7:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 7:00 PM|
|Thu.||9:00 AM - 7:00 PM|
|Fri.||9:00 AM - 7:00 PM|