Spinelli Financial Advisors, Inc

Overview

Spinelli Financial Advisors, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm is structured as a corporation and is owned by an individual. It does not act as a capital allocator and does not have a multi-state presence. The firm engages in various advisory activities, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Spinelli Financial Advisors, Inc. does not actively engage in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices