Lawrence Annello's Location
Farmington, Connecticut, United States
Lawrence Annello's Work
Lawrence Annello's Education
University of Pennsylvania - The Wharton School
Courses Specializing in Family Business Topics
1988 - 1989
University of Hartford
B.S. (Accounting)
1978 - 1980
Central Connecticut State University
Accounting
1976 - 1978
Lawrence Annello's Skills
Lawrence Annello's Summary
Lawrence Annello, based in Farmington, Connecticut, United States, is currently a Partner and Wealth Manager, Fee-Only CFP® professional at SAGEbroadview Wealth Management, LLC, bringing experience from previous roles at UHY Advisors N.E., LLC, Del Conte, Hyde, Annello & Schuch, P.C., BroadView Financial Planning, LLC and Audio Specialists, Inc.. Lawrence Annello holds a 1988 - 1989 Courses Specializing in Family Business Topics @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Financial Planning, Income Tax, Retirement Planning, Investments, Insurance Planning and more, Lawrence Annello contributes valuable insights to the industry. Lawrence Annello has 4 emails and 1 mobile phone number on RocketReach.