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Financial Expertise. Personalized Advice. Comfortable Experience.
Colosimo Financial is dedicated to serving families with retirement, estate, legacy & other financial planning, portfolio management & investment advice, and insurance offerings. We believe our modern, tactical process allows our clients to reach their goals more comfortably. Ask us how!
Why Choose Colosimo Financial?
Personalized Advice
We recognize that each client’s experience is unique. It only makes sense that everyone would then have unique goals and feelings about money. We endeavour to understand where our clients have been and help them clarify where they want to go. Once we understand our clients’ goals and feelings, we can develop personalized plans designed to achieve those goals while providing a comfortable experience.
Unique Style of Investment Management
We believe that the journey is just as important as the destination. That’s why we employ a uniquely tactical investment strategy designed to provide an effective, more comfortable experience for the investor. This is not your typical buy and hold strategy. Ask us about our process!
Financial Expertise
Our team is led by a financial expert with over 30 years of experience in financial planning, investment management, and insurance. One of our key team members is a CPA with a strong background in accounting, tax and estate planning.
Our ability to leverage this combined experience allows us to assess your situation from a more complete perspective and identify issues and opportunities that might otherwise be overlooked. We can then employ unique, tailored strategies to help you reach your goals effectively and comfortably.
We also work closely with your accountant and lawyer to ensure our advice harmonizes with theirs.
Comfortable Experience
We conduct business in a relaxed environment that is conducive to open conversation. It is important to us that our clients are comfortable sharing with us because the better we know our clients, the better we can serve them. Our interest in your success is genuine, and our advice is honest. Our team members are friendly and always eager to help.