Patrick Bellantoni,  CFP   1-800-ADVISER ext. 1026      Woodstock, Georgia 

   
 
Bellantoni Financial Advisory Inc.

Patrick Bellantoni, CFP

Office:
4463 Towne Lake Parkway
Suite 400
Woodstock, GA, 30189

1-800-ADVISER
ext. 1026
Phone: (770) 516-3033
Fax: (770) 516-3103

     

     

     

    Call Patrick at
    1-800-ADVISER
    ext. 1026

    Member of The 
    Financial Planning Association. 

     


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Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Retirement Planning
Overview 
Patrick founded Bellantoni Financial Advisory, Inc., A Registered Investment Advisor in 1997. The Company was created to assist business owners, professionals and families design and implement plans to achieve financial security and independence without disrupting their current lifestyles. 

Pat has a straightforward approach to financial and investment consulting based on trust, integrity and service. He offers an initial consultation at no cost and no obligation and there must be a solid match between client and adviser for the relationship to be successful. The client's interest must always come first. 

Pat entered the financial services industry in 1983 and brings to it his valuable experience as a captain in the US. Marine Corp, as an executive in Fortune 500 companies and as a business owner of a commercial security firm with 200 employees. He is a published author and his expertise has been sought by a number of business publications such as Business Week, Newsweek, Fidelity Focus and the Atlanta Journal and Constitution. He has appeared on CNN News, the Bloomberg Report and many other television and radio talk shows nationwide. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
Patrick begins the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. He analyzes your assets and liabilities and reviews your cash flow requirements. He evaluates and monitors your investments and risk tolerance. He then recommends an asset allocation strategy. Once agreed, he implements and then monitors a portfolio strategy. 
Additional Information
Questions 
I can provide additional information on any specific service that you need. Just let me know what type of service you are looking for. 
Account Minimums 
$100,000
Work Hours & Response Time
Regular Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $500 to $1,500. Portfolio management fees are charged based upon a percentage of assets. 

 Call Patrick, CFP at 1-800-ADVISER ext. 1026


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