Ciccarelli Advisory Services, Inc.
Financial ServicesFlorida, United States11-50 Employees
Ciccarelli Advisory Services, Inc. operates in the financial services sector, offering investment advisory services to families. A family-focused team works to simplify and organize each client’s overall financial picture, drawing on more than 35 years of experience. They begin by understanding a family’s goals, concerns, and long-term vision, then design a comprehensive plan to help guide them toward a future they aspire to achieve. The firm serves client families seeking integrated wealth management and planning within the broader financial services industry. Investment advisory services are provided through Ciccarelli Advisory Services, Inc., which is registered as an investment adviser and operates independently of Osaic Wealth Inc., with additional securities and advisory services offered through Osaic Wealth Inc. The company is based in Naples, Florida, and maintains an office in Rochester, New York.