Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top advisors in the country as well as other top experts in the finance and insurance fields.
Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.
Give Us A Call Today to Discuss All Your Finanical Needs
American Advisory, Inc. 2963 Gulf to Bay Blvd #330, Clearwater, Fl 33763 - 813-249-7210
It's In the Details
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach.
Find out more by emailing or calling us today!
Joseph Zoccali is a Registered Represtative of Mutual Trust Company of America Securities. Securities Accounts are federally protected by the Securities Investor Protection Corporation (SIPC), an agency of the United States Government. They are held at Hilltop Securities. Member FINRA. Member NYSE. Hilltop Holdings Inc. is ranked No. 5 nationally in the recent “Forbes Best banks” listing of the Top 100 largest publicly traded banks and thrifts.