About

Consultant in West Palm Beach

Agnello Financial Group, Inc. provides portfolio and retirement strategies for individuals and business owners in West Palm Beach, Palm Beach County, Florida. As a consultant, the firm offers strategic financial counsel with clarity and care, focusing on client relationships. Services include investment advisory, retirement planning, financial planning, insurance, estate strategy, life insurance, high-net-worth client guidance, extended care strategies, small business guidance, social security strategies, cash flow analysis, and education strategies. The team helps clients build portfolios reflecting their goals and risk tolerance, map out retirement strategies, and build financial knowledge. They also assist with insurance needs, estate planning, and long-term care planning.