Miccoli, Ahr and Associates LLC Information

Miccoli, Ahr & Associates LLC, is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and nonproprietary investment and insurance products for our clients. At Miccoli, Ahr & Associates LLC, we are experienced in all areas of financial planning and wealth management. Our expertise and highly personalized approach allow us to help individuals, families, institutions, and business owners successfully pursue their specific financial goals. Our planners work closely with high-net-worth individuals to prepare for and transition into their retirement years. We are committed to helping you reach your goals through a custom-designed financial plan that will allow you to enjoy the kind of retirement you have worked your whole life to achieve. We also work closely with institutions and employer-sponsored plans to develop and implement a comprehensive solution that best serves your specific needs. We can provide the fiduciary oversight and objective guidance today's plans need to help ensure that your organization remains in full compliance with changing regulations. We encourage you to contact us to learn more about how we can help you pursue your financial goals with confidence. *Survey recipients were asked to select only wealth managers whom they knew through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations, and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.