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My Services

Mr. Cannella’s practice focuses on the following:

  • Comprehensive Independent Investment Advice
  • Private Client Wealth Management  Private Client Group
  • Private Equity, Credit, and Capital
  • Portfolio Management
  • Wealth Preservation
  • Growth and Income Strategies
  • Professionally Managed Accounts: Equities, Fixed Income, and Alternatives
  • Municipal, Corporate, Convertible, and U.S. Treasury Bonds
  • Variable and Fixed Annuities
  • Life Insurance Strategies 
  • Wealth and Financial Planning
  • Estate/Tax Planning
  • Risk Management
LPL Private Client

LPL Private Client

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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