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Results oriented, purpose driven

Spinelli Financial Advisors was founded in 1998 on a simple premise: provide best-in class investment, tax, estate, and financial planning services with a focus on personalized service, integrity, and transparency.

As your fee-only financial advisors, we can help you define and meet your goals by delivering a vast array of resources to you in the way that is most appropriate for you and your family's needs. We put a complete suite of investment and tax resources at your disposal, and your best interest is always paramount.

We are among some of the world’s most seasoned, credentialed, and respected investment professionals, and we are ardent about delivering a transformative experience in the financial services industry.

Service

Investment Management
Estate & Trust
Tax Planning
Financial Planning
Senior Care

CLIENT STUDIES

Widow/Widower
Estate Executor
Corporate Executive
Company Founder
Senior Citizen
Medical Professional
Young Professionals

TEAM

Learn more about
our team of
professionals at
Spinelli Financial Advisors


Contact Us

(732) 564-9404