CHAIRVOLOTTI FINANCIAL

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.

Why Us?

OUR PROCESS

We employ a prudent process to investment selection and performance analysis. Prudence focuses on “the process” for making fiduciary decisions. This duty is one of the fiduciary’s central responsibilities. It ensures sound management decision-making for our clients.

FIDUCIARY

As a Fiduciary, we execute our duties prudently with care, skill, and thoroughness. We act solely in the best interests of our clients. A fiduciary is held to a higher standard and we have a duty to preserve good faith and trust. We are bound both legally and ethically to act in other’s best interest.

COMMITMENT TO SERVICE

Providing better service starts with a genuine desire to help our clients make good financial decisions so they can retire with dignity. Providing personalized service helps to deepen our relationship with our client, while keeping them focused on their needs and goals.

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

View Certificate

Center for Fiduciary Excellence (CEFEX)

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.

Our Fiduciary Process

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.

Meet Our Team

CEO

Edward Chairvolotti

MBA, AIF®, CEFEX

Director of Communications

Sue Chairvolotti

Director of Operations

Mandy Biechele

Investment Representative

Daniel Neveras

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.