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About Us. Corporate Services. Your Retirement. Estate Planning.
 

Personal Wealth Services

We help our clients develop a customized financial plan that is focused on preserving and growing their assets in the future.

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Corporate Client Services

We help businesses provide attractive benefit plans to their employees while reducing their fiduciary risk and administrative burden.

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Estate Planning Services

We help our clients develop an estate plan that helps preserve and protect their wealth while they are alive, and upon death.

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Your Trusted Financial Advisor

Since its inception in 1980 the mission at Minotti Financial Group is to provide financial solutions for our clients for all aspects of their financial lives. For the last 35 years Minotti Financial has provided financial services to a wide array of clients customized to their varying financial needs.

We are personally invested in the financial well-being of our clients and observe a higher standard of care that requires that our clients’ interests come first. We pride ourselves on our ability to understand what our clients’ financial goals are and providing a customized plan that helps them to reach those goals.

We look forward to discussing with you how we can become your trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading independent wealth advisory group. Feel free to contact us to request a complimentary consultation.

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Helpful Content

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.