Agnone & Associates Financial Services

Financial planner in Chepachet, RI (show on map)

5.0

★★★★★

1 reviews

Agnone & Associates Financial Services offers personalized financial planning, investment management, retirement planning, and insurance services with a focus on honesty, integrity, empathy, and dependability.

Call (401) 568-2836

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About

Agnone & Associates Financial Services, founded over twenty years ago, specializes in financial planning, investment management, retirement planning, and insurance services. The firm emphasizes honesty, integrity, empathy, and dependability, serving clients from all walks of life across Massachusetts, Connecticut, Florida, Rhode Island, and beyond.

Their team offers personalized, gold-standard service, educating clients on financial concepts and products while providing expertise in captive insurance strategies for business owners.

Honesty

Integrity

Empathy

Dependability

Services

Financial Planning

Agnone & Associates helps clients create tailored financial plans to pursue future financial goals through a data-driven three-step process: Assess, Take Action, and Monitor.

Data-driven analysis Individualized strategies Comprehensive financial management

Retirement Plans

Agnone & Associates assists clients in planning for retirement, including Roth and Traditional IRAs, variable and fixed annuities, and company retirement plans like 401(k), 403(b), 457 plans, SIMPLE IRA, and more.

Roth & Traditional IRA support Variable and Fixed Annuities Company Retirement Plans (401K, 403B, 457, SIMPLE IRA, etc.) College Savings Plans (529, Coverdell, UGMA/UTMA)

Investment Advice

The firm offers smart investment advice for discerning investors looking to build or diversify their portfolios, covering stocks, bonds, wrap accounts, and more.

Stocks & Bonds Wrap Accounts Variable Annuities Traditional IRA Roth IRA SEP IRA SIMPLE IRA Company Retirement Plans

Insurance Services

Agnone & Associates provides insurance analysis and captive insurance strategies for business owners, covering disability income, life, long-term care, and property & casualty insurance.

Disability Income Insurance Life Insurance Long-Term Care Insurance Captive Insurance Strategies

Rollovers

The firm helps clients evaluate and execute rollovers from former employer 401(k)s or other retirement plans to IRAs, offering personalized portfolio recommendations and ongoing support.

Evaluation of retirement plan options Recommendations for IRA allocation and fund managers Annual or frequent review meetings

Credentials & Certifications

CWS

Since unknown

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What are the benefits of rolling over a former employer's 401(k) to an IRA? +

Benefits include a wider selection of investment alternatives, avoidance of taxation and penalties associated with lump sum distributions, establishment of a relationship with a professional investment advisor, and potential creditor protection.

How does Agnone & Associates approach retirement planning? +

Agnone & Associates uses a data-driven three-step process—Assess, Take Action, and Monitor—to develop personalized retirement plans, including Roth & Traditional IRAs, variable and fixed annuities, and company retirement plans like 401(k), 403(b), 457, SIMPLE IRA, and more.

What types of insurance services does Agnone & Associates offer? +

The firm provides insurance analysis and captive insurance strategies for business owners, covering disability income, life, long-term care, and property & casualty insurance.