wiseradvisor

Ben Agostino BFA (TM)
Agostino Financial Management, Inc.

Tel: (717) 963-7150
2012 Market Street
1st Floor
Camp Hill, PA 17011

Plan, Invest, and Insure with Confidence.

Agostino Financial Management, Inc. | Financial Advisor in Camp Hill ,PA

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management, Inc. We offer Comprehensive Financial Planning, Wealth Management, Insurance and Behavioral Finance services. We are committed to helping you build and maintain the financial future that you envision. In addition to 20 years of experience in traditional financial planning and portfolio management, we are also one of the few advisors certified in behavioral finance, providing our clients the missing and possibly the most important piece to their overall success. We have effectively combined the two so our clients can benefit from a comprehensive approach to a well planned future. Make better financial decisions today and be well prepared for tomorrow with Agostino Financial.


General Information

Name of Broker/Dealer:   Cetera Investment Services
States Licensed in:   PA
Number of Years with Current Firm:   12
Work Experience:   Ben Agostino, BFA(TM) President of Agostino Financial Management, Inc., has been in practice for over 20 years. Prior to opening Agostino Financial Management, Inc. in Camp Hill, Ben was a Senior Vice President, Financial Advisor, and Program Manager at Susquehanna Wealth Strategies, an investment and insurance services company managing assets of approximately $1.2 billion. Ben advised hundreds of private and business clients and co-managed the firm to the #1 Cetera IS wealth management program, out of 575 programs across the United States. Prior to Susquehanna Wealth Strategies, Ben joined Merrill Lynch as a Financial Advisor in Camp Hill. Ben worked with affluent clients, providing financial planning, investment and insurance services. Ben had the opportunity to experience Merrill's world class training program and achieved Merrill's proprietary CFM (Certified Financial Manager) designation. The financial industry is vast and ever evolving. Despite his 20 years of experience and education, Ben strongly believes continuing education is the foundation of providing his clients with valuable and timely advice.
I work with the following types of clients:   Individual Investors , Businesses
Foreign Languages Serviced:   Italian


Services

Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Insurance , Bonds , Annuities , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At your home , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Annuity , Long Term Care , Disability , Variable Life , Variable Annuity , Life


Compliance

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


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Commissions , Based on Assets , Subscriptions
Additional Details on Charges:   We offer services on a Fee Based model, a Subscription Based model, and a Commissioned model. We believe in giving our clients choice.



Faqs

  • What services do you offer? Comprehensive Financial Planning, Retirement Planning, Investment Services, Insurance Services, and Behavioral Finance.
  • Will you be the only person working with me? I work directly with my clients.
  • How are you compensated? How will I pay for your services? We offer services on a Fee Based model, a Fee for Service model, and a Commissioned Model. We believe in giving our clients choice.
  • How much risk should I be willing to take? We believe that risk tolerance is an important variable in a successful plan. Therefore, our process is designed to match your portfolio with your tolerance for risk and fluctuation.
  • What financial institution(s) do you represent? Agostino Financial Management, Inc. & Cetera Investment Services, LLC. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
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Ben Agostino BFA (TM)

Ben Agostino BFA (TM)

Over the past 20 years, Ben has provided his clients with Comprehensive Financial Planning, Wealth Management, Insurance and Behavioral Finance services. He is committed to helping you build and maintain the financial future that you envision.

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My Services

Financial Advice & Consulting

We offer experienced Financial Planning, Investments and Insurance Services with a focus on helping our clients to retire well.


Retirement Planning

Retirement Planning well is our focus at Agostino Financial. We spent the last 20 years refining our process. We really enjoy helping our clients to build and transition from pre-retirement to retirement. Our aim is to help our clients enjoy life and worry less about their their finances.


Investment Management & Advice

Investment management advice is tailored to the specific client situation. We utilize world class money managers that have long-term track records of risk-adjusted performance and match them to the investment/risk tolerance needs of our clients.


Communities Served

Pennsylvania