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Micari Financial Group LLC
Our Services
We provide a full compliment of investment management and insurance planning for our individual and business clients.
Investment services for clients are customized and focused to meet your specific needs.
Services offered:
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Investment Management
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Retirement Strategies
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Insurance (Life / Disability / Long Term Care) and annuity products
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College Funding
For our business clients we take a consultative approach to understand your current business goals and create custom cost effective solutions to meet those needs.
Services offered:
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401(K) Qualified retirement plan analysis, design and implementation. The process is focused on fiduciary risk management and participant education.
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Employee benefit analysis, design and implementation. Focusing on cost effective compliance with health care reform for your medical insurance. Other employee benefit coverage include: Dental, Life and Disability insurances. Voluntary and contributory. Micari Financial Group, LLC is a channel partner with Ovation Benefits.