Parrillo Investors offers financial consulting services to clients, beginning with a complimentary consultation. The firm helps clients determine their risk tolerance and proposes an investment plan and portfolio. Parrillo Investors does not implement the plan or manage client investments. The firm focuses on informing clients about the cost of investing and optimizing portfolio construction. Once the investment plan is delivered, the relationship concludes unless the client engages Parrillo Investors for ongoing consultation.
Parrillo Investors does not offer investment management services. They provide a one-time investment consulting service.