A complete list of active advisors currently associated with Lattanzi Financial Services LLC
Warmer can help you find a great advisor at Lattanzi Financial Services LLC or one who fits your needs even better.
Lattanzi Financial Services provides investment advisory services and manages client assets for individuals, pension/profit-sharing plans, trusts, estates and charitable organizations, with limited financial planning offered as an ancillary service. The firm reports managing roughly $8.3 million for a small client base of about 28 households. Portfolios are customized following an initial risk assessment and diversified across individual stocks, ETFs, mutual funds and bonds, with ongoing daily monitoring and quarterly reviews; accounts may be managed on either a discretionary or non-discretionary basis. The firm cites use of research tools such as S&P Research, Bloomberg and Morningstar and sends quarterly fee reports alongside custodian statements. Several ownership and business affiliations distinguish the firm from many peers: the principals maintain an affiliation with another SEC-registered investment adviser, operate a property and casualty insurance business, and have separate business consulting activities. The brochure also notes that principals will not place clients into products in which they have a financial interest and that certain owner co-trustee accounts are audited by an independent CPA.
To learn more about the advisors currently working at Lattanzi Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Revere, MA
| 33
|
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