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
Victor prides himself on being careful, conservative, and competent. His primary aim is to conserve the principal value of clients’ portfolios, produce an acceptable rate of return, and shield clients from making costly mistakes.
Victor implemented a team-based approach to financial planning at the firm. We believe that our core purpose is to help improve people’s financial lives through objective, transparent and fiduciary advice. We maintain open, honest, and effective communication and strive to provide clients with the tools and education they need to protect their hard-earned money.
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