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Paolini Advisors, LLC
       
 
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Paolini Advisors, LLC
 
 
Mission statement: 

At Paolini Advisors, LLC, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times.

Experience and Skill
When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.

Independence & Objectivity
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.
Overview: 

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals.

Our staff consists of experienced professionals with a "hands-on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.

At Paolini Advisors, your goals are the driving force behind the financial guidance we offer. As an independent financial services firm, we select the products and strategies that are right for you. As investment advisor representatives with FSC Securities Corporation, Paolini Advisors, LLC can also provide investment management with a tax-oriented strategy since our organization frequently consults with Paolini & Scout, CPAs. Our advice spans the broad range of financial issues you should address:

Portfolio policy, construction, and rebalancing
Retirement fund accumulation and withdrawal
Tax minimization
Funding college and other major expenses
Estate planning and trust management
Life insurance


 
 
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