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About Addessi Financial Partners

Welcome to Addessi Financial Partners, a comprehensive wealth management firm, serving successful professionals, business owners, individuals, and families. Our specialization includes: *Retirement Income Planning, 401k Rollovers *Tax Planning *Estate Planning *Portfolio Management, including Traditional & Roth IRAs *Insurance Planning, including Life & Long-Term Care *Legacy Planning *Elder Care Services *Real Estate Addessi Financial Partners was founded in 1983 by Michael V. Addessi as a tax and accounting firm. As the company grew, it became apparent that there was a real demand to deliver an array of financial and life planning services. Responding to this need, the firm began curating specialization in all areas of financial planning, so it could offer its clients a consortium of professionals, all under the auspices of one trusted advisory firm. Under our leadership team, clients are afforded a coordinated planning experience that is customized and personalized. A caring and friendly atmosphere is evident in every interaction that clients and visitors have with the partners and staff. As this family firm looks forward to the future, its partners will continue to value its roots and respect the needs of its valued clients. For information on our awards and accreditations, please visit www.addessifinancial.com/awards-accreditations Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Tax services and fixed insurance products/services are separate and unrelated to Commonwealth Financial Network®. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.