Victor Cannillo
Victor Cannillo focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
We implemented a true team-based approach to wealth management. The concept of “two (or more) heads are better than one”. We understand each client's desire to simplify, so we provide regular reports that clearly show a client’s investment strategy and how their assets are performing. We strongly believe this approach and customized reporting gives you, the client, the convenience and assurance of centrally-coordinated management of your financial affairs.
Introducing Baron Financial Group
Additional Information
Please take advantage of our free consultation. We offer a second opinion on your existing investments.
NAPFA Start Date
January 25, 1999