Florio Wealth Management Group

Category: Financial planner

Address: 1025 Old Country Rd Suite 312, Westbury, NY 11590, USA

Phone: +15167582430

Opening hours

Sunday: Closed

Monday: 8AM–5PM

Tuesday: 8AM–5PM

Wednesday: 8AM–5PM

Thursday: 8AM–5PM

Friday: 8AM–5PM

Saturday: Closed

Reviews

Julio Fernandez

Aug 1, 2022

The Florio Wealth Management group has been a major part of my family’s financial planning for well over a decade. Their attention to detail and direct communication throughout these years is a testament to their professionalism and understanding of our financial needs. It is extremely comforting to know we can count on Florio Wealth Management regardless of the economic climate we are in.

Tom Savarese

Jul 27, 2022

The Entire Florio Wealth management team has been extremely helpful and hands on since the first day we spoke. They always provide multiple options for me and do a great job of explaining what those options mean for me and my family. I’ve had such a pleasent experience with the members of this team that I’ve encouraged all of my friends and family members to give them a call.

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Questions & Answers

Do you offer retirement plans?

Florio Wealth Management Group | Sep 22, 2022
Florio Wealth Management Group | Sep 22, 2022

Yes we do! Whether you’re just starting or looking to benchmark your current plan, we can help you install and run the best plan for you and your employees.

Can you assist with group benefit packages for my business?

Florio Wealth Management Group | Sep 22, 2022
Florio Wealth Management Group | Sep 22, 2022

Yes we can! From health insurance and dental coverage to group life and disability benefits, we can help you create a cost-effective benefit package to attract and retain your business’ most valuable asset – your employees.

Do you work with businesses?

Florio Wealth Management Group | Aug 23, 2022
Florio Wealth Management Group | Aug 23, 2022

Yes, we do! We are committed to partnering with our business clients to provide a comprehensive, cost-effective suite of services designed to optimize your resources.

What do I need to do to make sure that I can maintain my lifestyle once I stop working?

Florio Wealth Management Group | Aug 23, 2022
Florio Wealth Management Group | Aug 23, 2022

Our Wealth With Peace™ process will help you define your value system to then create your own, personal Financial Road Map. It provides the basis for developing a customized plan to help you accomplish your goals for reasons that are important to you!

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