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Featured Business Financial Advisor in Camp Hill, PA
Camp Hill Financial Advisors
Agostino Financial Management, Inc.
2012 Market Street, 1st Floor
Camp Hill, PA 17011
(717) 963-7150
Advisor Profile
Ben Agostino BFA (TM)
Name:  Ben Agostino BFA (TM)
Phone Number:  (717) 963-7150
Website:  Visit Website

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management

Throughout the years, we learned what great Financial Advisory services could and should be. As a result, our promise to you is...

1. A Financial Advisor in your corner that cares about you and your overall Return on Life.

2. An Advisor with 20 years of helping families Plan, Invest, and Protect with confidence.

3. An Advisor that drives innovation through education, technology, and unique skills designed to help you pursue quality of life.

4. An Advisor that spends the time to explore and work through your individual and family financial needs.

5. An Advisor that cares to ask the right questions, coach you through important financial decision, and helps you be prepared for life's important transitions.

6. An Advisor that personally responds in a timely manner.

7.An Advisor that acts in your best interest.

We invite you to come in for a complimentary conversation. Contact us at (717) 963-7150 or request a meeting below.
 

General Information

I work with the following types of clients:    Individual Investors
Work Experience:    Ben Agostino, BFA(TM) has been in practice for over 20 years.
Foreign Languages Serviced:    Italian
I work with the following types of clients:    Businesses
Number of Years with Current Firm:    12
Years of Experience in Financial Services:    20
Name of Broker/Dealer:    Cetera Investment Services
States Licensed in:    PA, AZ
Firm CRD#:    3244566
CRD#:    3244566
 

Services

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

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 24, Series 7
Certifications, Accreditations & Designations:    Behavioral Financial Advisor (BFA) TM
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    100000
Additional Details on Charges:    We offer services under multiple models, giving the client options to best suit their needs.
Compensation Methods:    Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
Compensation Methods:    Subscriptions, Based on Assets
 
 
 

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