Providing better service starts with a genuine desire to help our clients make good financial decisions and retire with dignity. We use an objective, unbiased and research driven approach to always do what is in the best interest of our clients. We provide personized courteous service to all our clients.
CUTTING EDGE TECHNOLOGY
COMMITMENT TO SERVICE
Our unending desire to affect positive outcomes for people’s financial lives pre and post retirement is what drives the Advisors and staff of Chairvolotti Financial to provide a world class experience for our clients. Creating better designed plans, fostering positive participant outcomes and educating everyone on the things that keep them up at night fuels our fire.
As a full-service firm, we specialize in managing retirement accounts, both individual and corporate, but also offer a wide range of services including holistic financial planning, college planning, induvial wealth management and insurance offerings.
Why Work with a CEFEX Advisor?
Meet our Staff
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.