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Solutions Money Management, LLC Expands Services with Fee-Only Advisory Division, Solutio
Rezul News/10697106
CAPE CORAL, Fla. - Rezul -- Solutions Money Management, LLC, a trusted provider of integrated financial services in Cape Coral, announces the relaunch of its advisory division, Solutions Advisory Services, LLC. Michael A. Conticelli, CFS, CDFA, will operate Solutions Advisory Services, LLC as an Investment Advisor Representative with Interactive Financial Advisors, Inc., an SEC Registered Investment Advisor, providing dedicated fee-only financial advisory and investment management.
For years, Solutions Money Management, LLC, has served the community with insurance solutions, tax preparation, accounting services, and divorce financial planning. This strategic expansion through Solutions Advisory Services, LLC, allows clients to access unbiased, fiduciary-level investment advice and professional portfolio management.
"I am personally committed to providing holistic financial solutions to my clients," says Michael A. Conticelli, CFS, CDFA. "By relaunching Solutions Advisory Services, LLC as a fee-only advisory firm under Interactive Financial Advisors, Inc., I'm solidifying my commitment to putting clients' interests first. This allows for clear, transparent advice, free from the conflicts of commission-based products, and my personal attention to their financial well being."
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Solutions Advisory Services, LLC, will focus on:
● Fee-Only Investment Management: Professional portfolio management aligned with clients' financial goals.
● Financial Planning: Tailored strategies for retirement, risk and wealth management.
● Fiduciary-Level Advice: Acting solely in the best interests of clients.
This expansion complements the existing services of Solutions Money Management, LLC, which include:
● Insurance Solutions
● Tax Preparation and Planning
● Accounting Services
● Divorce Financial Planning
Michael A. Conticelli's designations as a Certified Fund Specialist (CFS) and Certified Divorce Financial Analyst (CDFA) underscore his commitment to expertise and ethical practice. http://mysolutionsadvisory.com
About Solutions Money Management, LLC:
Solutions Money Management, LLC provides a wide range of services to individuals and small businesses. With an expanded family-run team, Solutions Money Management, LLC, continues to offer comprehensive insurance solutions through Solutions insurance Services, tax preparation and accounting services through Solutions Tax & Accounting, and divorce financial planning. http://solutionsmoneymanagement.com
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About Interactive Financial Advisors, Inc.:
Interactive Financial Advisors, Inc., is an SEC Registered Investment Advisor that empowers independent advisors to provide exceptional client service through its CARES Experience. Solutions Advisory Services, LLC and Interactive Financial Advisors, Inc. are separate entities.
About Michael A. Conticelli, CFS, CDFA:
Michael A. Conticelli, CFS, CDFA, is the dedicated Investment Advisor Representative for Solutions Advisory Services, LLC, operating under Interactive Financial Advisors, Inc., an SEC Registered Investment Advisor. While Solutions Money Management, LLC, benefits from an expanded family-run team, Michael personally focuses on providing fee-only financial advisory and investment management through Solutions Advisory Services, LLC. With over three decades of experience in the financial industry, he is committed to delivering personalized, client-centric financial solutions.
For years, Solutions Money Management, LLC, has served the community with insurance solutions, tax preparation, accounting services, and divorce financial planning. This strategic expansion through Solutions Advisory Services, LLC, allows clients to access unbiased, fiduciary-level investment advice and professional portfolio management.
"I am personally committed to providing holistic financial solutions to my clients," says Michael A. Conticelli, CFS, CDFA. "By relaunching Solutions Advisory Services, LLC as a fee-only advisory firm under Interactive Financial Advisors, Inc., I'm solidifying my commitment to putting clients' interests first. This allows for clear, transparent advice, free from the conflicts of commission-based products, and my personal attention to their financial well being."
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Solutions Advisory Services, LLC, will focus on:
● Fee-Only Investment Management: Professional portfolio management aligned with clients' financial goals.
● Financial Planning: Tailored strategies for retirement, risk and wealth management.
● Fiduciary-Level Advice: Acting solely in the best interests of clients.
This expansion complements the existing services of Solutions Money Management, LLC, which include:
● Insurance Solutions
● Tax Preparation and Planning
● Accounting Services
● Divorce Financial Planning
Michael A. Conticelli's designations as a Certified Fund Specialist (CFS) and Certified Divorce Financial Analyst (CDFA) underscore his commitment to expertise and ethical practice. http://mysolutionsadvisory.com
About Solutions Money Management, LLC:
Solutions Money Management, LLC provides a wide range of services to individuals and small businesses. With an expanded family-run team, Solutions Money Management, LLC, continues to offer comprehensive insurance solutions through Solutions insurance Services, tax preparation and accounting services through Solutions Tax & Accounting, and divorce financial planning. http://solutionsmoneymanagement.com
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About Interactive Financial Advisors, Inc.:
Interactive Financial Advisors, Inc., is an SEC Registered Investment Advisor that empowers independent advisors to provide exceptional client service through its CARES Experience. Solutions Advisory Services, LLC and Interactive Financial Advisors, Inc. are separate entities.
About Michael A. Conticelli, CFS, CDFA:
Michael A. Conticelli, CFS, CDFA, is the dedicated Investment Advisor Representative for Solutions Advisory Services, LLC, operating under Interactive Financial Advisors, Inc., an SEC Registered Investment Advisor. While Solutions Money Management, LLC, benefits from an expanded family-run team, Michael personally focuses on providing fee-only financial advisory and investment management through Solutions Advisory Services, LLC. With over three decades of experience in the financial industry, he is committed to delivering personalized, client-centric financial solutions.
Source: Solutions Money Management, LLC
Filed Under: Financial
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