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

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

Services

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

Qualifications & Memberships

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

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    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:    100000
Compensation Methods:    Flat Fee, Based on Assets, Subscriptions
Additional Details on Charges:    We offer services under multiple models, giving the client options to best suit their needs.
 
 
 
Prepared By: Ben Agostino BFA (TM)
 
 
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