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Featured Business Financial Advisor in Cape Coral, FL
Cape Coral Financial Advisors
Savona Financial & Insurance Agency
Serving Fort Myers-Cape Coral
Cape Coral, FL 33914
(860) 388-9560
Advisor Profile
Paul Savona
Name:  Paul Savona
Phone Number:  (860) 388-9560
Website:  Visit Website

About Savona Financial & Insurance Agency

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies

Retirement investing and distribution strategies

Estate conservation issues

Risk management

We also can answer your questions, including:

Can I retire early?

Are my investments working hard enough?

What's the best approach for college savings?

What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

General Information

CRD#:    1079940
States Licensed in:    FL CT MA RI
States Willing to do Business in:   
Years of Experience in Financial Services:    35
Number of Years with Current Firm:    13
I work with the following types of clients:    Individual Investors, Businesses


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

Qualifications & Memberships

Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Life, Health, Annuity, Disability, HMO, Variable Life, Long Term Care, Variable Annuity


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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $ 500,000.00
Compensation Methods:    Based on Assets
Prepared By: Paul Savona

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