Egidio Assante Wealth Management, LLC, is an independent, full-service, financial consulting firm. For almost 20 years, the advisors of Egidio Assante have provided guidance to clients in the areas of retirement, estate, investment, and tax planning. While the financial industry has evolved over time, it takes a dedicated team to recognize all the opportunities available to investors. Mark J. Egidio has built a team of professionals who not only keep up with change, but are proactive in the coordination of plans for their clientele. He knew with their combined years of financial experience and a world of resources, investors could pursue their targeted objectives. Our team wants to help you focus on your investment return while managing your investment risk-their planning provides a strong foundation to support your financial independence. Our goal has been to offer our clients the best of everything that the financial and insurance markets have to offer and to do so with unsurpassed service. The best way to accomplish this mission is to do so in an independent environment. This requires having no affiliation with any one investment company or product. As a result of this independence, we feel we are sending a clear message to the community of our commitment to work solely for the benefit of our clients and no one else.
View Top Employees from Egidio Assante Wealth Management LLCWebsite | http://eawm20.com |
Revenue | $5 million |
Employees | View employees |
Address | 20 Realty Dr, Cheshire, Connecticut 06410, US |
Phone | (203) 439-0732 |
Fax | (203) 439-7712 |
Industry | Business Services General, Business Services |
Competitors | Augmentum Advisors LLC, Capital Wealth Management, LLC, Jennifer Brothers MS, LADC, Qstructure LLC |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies |
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The Egidio Assante Wealth Management LLC annual revenue was $5 million in 2024.
Egidio Assante Wealth Management LLC is based in Cheshire, Connecticut.
The NAICS codes for Egidio Assante Wealth Management LLC are [5611, 56, 561, 56111, 561110].
The SIC codes for Egidio Assante Wealth Management LLC are [87, 874].