Team
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:
- May 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.
Angelo A. Mancini, Jr. is an Investment Advisor Representative with ProEquities, Inc. He holds Series 7, 63, and 66 licenses in OH, IN, KY, NY, NC, FL and CA and is a licensed agent with many leading insurance companies. Angelo joined...
Michael Livingston is a Financial Planner with over 25 years of experience focusing primarily on retirement planning and asset management. Prior to Eisenzimmer Financial Services and Fountain Square Asset Management, ...
