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Patrick
Bellantoni, CFP 1-800-ADVISER ext. 1026 Woodstock,
Georgia
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| 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
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Call
Patrick at
1-800-ADVISER
ext. 1026
Member
of The
Financial Planning Association.
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E-mail
Patrick
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here |
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Visit
Patrick's Web Site
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here |
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Services Available:
Financial
Planning
Money Management
Tax Services
Estate Planning
Retirement Planning |
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Overview
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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.
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Available
Services
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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.
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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.
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Information
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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.
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Account
Minimums
$100,000
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
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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.
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Call
Patrick, CFP at 1-800-ADVISER ext. 1026 |
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go Back to the 1-800-ADVISER Home Page |
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