Your best interests and trust are the heart of my business. I look forward in working with you on building your financial future."
-William Marinelli
Marinelli Financial Group was formed in 1992 by William J Marinelli. Mr. Marinelli is an independent financial advisor and a licensed fiduciary. As an "independent" financial advisor Mr. Marinelli is able to operate his practice with the freedom to select the products and services that will best serve his clients - not simply those offered by a captive corporate company mandate. As a fiduciary Mr. Marinelli has a legal obligation to act in the best interest for his clients.
As a result Mr. Marinelli can provide sound advice and guidance tailored to the personal goals and objectives of each client.
Marinelli Financial Group works with individuals, small busineses and their owners.
Areas of Focus are:
- Investment Management and Tax Planning Strategies
- Business Retirement Plans
- Executive Compensation and Benefit Strategies
- Retirement Planning Strategies
- Life Insurance Planning
Mr. Marinelli will review your portfolio of insurance and investments to help assure that these assets are allocated properly to match your risk tolerance and long-term goals. Managing risk is a primary concern to insure that your money will live as long as you do.
Mr. Marinelli has offices in Wilmington, DE and Palm Beach Gardens, FL.