Our Company
“Aquino Financial Group’s mission is to develop long term personal relationships by empowering and leading our client family in fulfilling their lifetime financial goals and dreams.”
Our Commitment
Identify. Plan. Communicate. Focus.
Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.
- Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service.
- YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox”
- You will be able to make informed decisions with confidence with our financial education resources.
- Your financial goals and dreams will be defined, and a path toward achieving them will be created.
- You will have a trusted advisor and we will support you long-term, with a relationship based on financial leadership.
Our Principle
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Aquino Financial Group, LLC aims to provide a continued education that will strengthen our working relationship.
We listen; we educate; and we lead you to customized solutions.
We work with Individuals planning for retirement that are seeking to:
- Clarify their retirement goals
- Simplify their financial life
- Create an investment portfolio best suited for the retirement of their dreams
- Find peace of mind
- Organize their financial affairs
- Coordinate their investment accounts
We work with Individuals and business owners who want:
- A second opinion on whether they are adequately protected from life’s “What ifs”
- To protect their heirs from devastating estate taxes
- Their heirs to be able to hold onto the family land or business after their death