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Submitted URL: http://cas-rocny.com/
Effective URL: https://www.casmoneymatters.com/
Submission: On August 15 via api from US — Scanned from DE
Effective URL: https://www.casmoneymatters.com/
Submission: On August 15 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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Form CRS Florida Office: (239) 262-6577New York Office: (585) 383-0180 Ciccarelli@CAS-NaplesFL.com Menu * Home * About Us * Mission and Values * Our Story * Community Involvement * Recognition * Our Services * Our Team * Florida * New York * Advisor Insights * Resources * Newsletter * Videos * Learning Center * CAS Resources * Important Forms * Disclosures * Contact * Contact Us * Client Login FAMILY IS EVERYTHING With the best interests of your family at heart, we serve as your guiding light and financial advocate. Download Our Brochure AWARDS & RECOGNITIONS Learn More GOING THE DISTANCE TOGETHER Our family-focused financial planning team puts you and your familyâs needs first. READ OUR LATEST NEWSLETTER FAMILY IS EVERYTHING With the best interests of your family at heart, we serve as your guiding light and financial advocate. Download Our Brochure AWARDS & RECOGNITIONS Learn More GOING THE DISTANCE TOGETHER Our family-focused financial planning team puts you and your familyâs needs first. READ OUR LATEST NEWSLETTER FAMILY IS EVERYTHING With the best interests of your family at heart, we serve as your guiding light and financial advocate. Download Our Brochure WE HAVE YOUR FAMILYâS BEST INTERESTS AT HEART For more than 40 years, we have empowered our client families to simplify and organize their full financial picture. Our experience in navigating the complexities of family dynamics and financial management can be a winning combination for building a strong foundation throughout your retirement and for your children and grandchildren. With the best interests of your family at heart, we serve as your guiding light and financial advocate - today, tomorrow, and for generations to come. OUR PROCESS We understand that your familyâs needs are as unique as you are. Our CAS team offers you an expansive range of personalized services that can address every facet of your full financial picture - from tax considerations and cash flow management to charitable giving and legacy planning. Learn more OUR STORY From a young age, the Ciccarelli children were led by their parents to âfollow their dreams.â Now they help other families shape their financial future and follow their dreams. Our CAS team cares about the financial future of your family. Learn more OUR PHILOSOPHY Our core values and guiding principles serve as the bedrock for every relationship we share with our client families. As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness. Learn more HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! NEWSLETTER SIGN-UP Name* (required)  Email* (required)  Phone  Submit -------------------------------------------------------------------------------- * Report Abuse * Terms of Service Powered by Cognito Forms. CONTACT FL Office: (239) 262-6577 NY Office: (585) 383-0180 Fax: 239-262-6577 Florida Office: 9601 Tamiami Trail North Naples, FL 34108 New York Office: 110 Linden Oaks Dr Suite E Rochester, NY 14625 Ciccarelli@CAS-NaplesFL.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Investment advisory services offered through Ciccarelli Advisory Services, Inc., a registered investment adviser independent of Osaic Wealth, Inc.. Securities and additional investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment adviser. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Â