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 personalized courteous service to all our clients.
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, individual wealth management and insurance offerings.
Chairvolotti Financial is CEFEX Certified
CEFEX is an independent global assessment and certification organization dedicated to helping investment advisers and managers apply the highest standards of fiduciary excellence in the investment process, governance, risk management and operational processes.
We thoroughly explain our fiduciary process and provide the necessary documentation, including, detailing the responsibilities of the plan sponsor in a clear and concise manner. As your Partner we will guide you through the four distinct Fiduciary Functions that encompass your retirement plan.
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.