(Photo Courtesy of Frank Astorino).
The Astorino Financial Group
The Astorino Financial Group
155 Passaic Ave., Suite 400, Fairfield
(973) 575-1403
The Astorino Financial Group is a local company that offers a wide range of services. Owned by the Astorino family, they are devoted to providing their wealth management skills to all of their clients. They also work closely with their clients when planning and organizing their money. All members of the Astorino Financial Group work very hard in order to keep their clients happy and successful. They want to help their clients have less stress about money and help them to feel more secure. In order to help people worry less, they help with everything from insurance, to tax and retirement planning. During this difficult time, be sure to pass on the word of the excellent services available at The Astorino Financial Group.
What products/services does your business offer? Our company is a full service organization skilled in private wealth management for high net worth and mass affluent individuals and businesses. As an independent firm, we have access and resources that span the industry of investment management firms and insurance companies. This global network is augmented by local and national accounting and law firms. Additionally, we work with financial life coaches, psychologists, property and casualty companies, lending institutions and trust service institutions.
How long has your business been running and what is your favorite part of it? Our business has been independent since 1986 and my introduction to the industry began in 1983. My favorite part is helping people. Taking complex and often dysfunctional situations and providing a pathway for solutions and peace of mind is a key driver. Academically and pragmatically, I like integrating economics, political science, finance, philosophy, behavioral, risk management, tax and estate planning, investment judgement and goal and value based coaching to optimize outcomes for our clients and their families. I enjoy being face to face with individuals and couples after preparing analytics, research, networking and high technology to bring to the forefront of problem solving.
What makes your business unique as opposed to others? Our unique proposition is independence plus personal customization, plus life centered planning for each and every individual. As certified private wealth managers, we not only facilitate investment consulting, but we expand and protect wealth, strategize transfer of wealth and charitable giving for surplus and tax aware management. We are unique in that we truly put the client first when it comes to their life transitions. We do not sell a singular product or product line. We begin with a detailed discovery process that is followed by a base plan with several scenario considerations. This may be in retirement, corporate executive benefits, individual business advice and more. Our counseling never ends. It is an organic process that is disciplined and adaptable to many of life’s events.
What are some of the ways people could best support your business right now? The best support of our business is word of mouth. More attorneys and accountants need to know our unique value and experience. Getting people to tune in to our blogs, videos, articles, seminars and contributions toward the broader community. We ultimately will need a new breed of talent to address the next generation of wealth. We encourage transparency and competency in this industry as well as fair and objective expectations. The world is complex which makes our value even greater to be able to have a source that has been steady and successful through many economic and market interruptions. Our retention rate is very high and growing in spite of the fears gripping our country’s hope for a brighter future.