Visconti & Associates, a Financial Services LLC

Visconti & Associates, A Financial Services LLC provides investment management and financial planning services to individuals, business entities, trusts, and estates. Led by Gregory M Visconti, the registered investment advisor offers both discretionary and non-discretionary portfolio management, where money is allocated across individual stocks, bonds, mutual funds, exchange-traded funds, and independent managers based on each client's specific goals. In addition to managing investments, Visconti & Associates offers stand-alone financial planning and consulting covering areas such as estate planning and insurance. The registered investment advisor operates on a fee-only basis, meaning they are compensated directly by clients rather than earning commissions from selling financial products, and generally recommends Charles Schwab & Co. as the custodian for client accounts.