As an independent financial services firm, we are committed to developing an objective, personalized strategy designed to help you achieve your financial goals. As fiduciaries of your financial affairs, your best interests are always our primary concern.
Building long-term relationships is our priority at Miccoli, Ahr & Associates LLC. With our holistic approach, rather than telling our clients what they need to do, we work with them to explore and implement financial solutions that can assist them in achieving their personal dreams. Together, we discover their values and incorporate those with their objectives to gain clarity and create a cohesive plan.
Within the discovery process, we obtain a whole picture based on what is truly important to our clients. We focus on your values, desires, and objectives, not just your investments, when developing strategies. We believe this process separates us from the vast majority of financial advisors.
Commonwealth Financial Network® was selected as our broker/dealer, as they are independent and do not have proprietary investment and insurance products. It allows us to recommend the products and programs that we believe are the best for our clients, eliminating any conflict of interest, which is so prevalent in the financial services industry.