Our Team
Team

How We Work
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies *
- Retirement investing and distribution strategies *
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Michael Sciortino through his affiliation with Cambridge Investment Research
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Michael Sciortino, Jr., CPA
Owner
michael@sciortinofinancial.com
Michael Sciortino is a Certified Public Accountant and Investment Advisor Representative specializing in individual and small business tax preparation, tax planning, and wealth management. Michael is a member of the American Institute...