Addessi Financial Partners
- FINANCIAL PLANNING
Welcome to Addessi Financial Partners, a comprehensive wealth management firm, serving successful professionals, business owners, individuals, and families. Thank you for considering us as a resource for your wealth management needs. We are proud of our firm and feel that our caring approach to handling your personal financial matters offers you a high level of confidence and clarity when we are engaged as your family’s trusted advisor.
For more than 30 years, our locally owned, independent firm has specialized in holistic financial and life planning for our clients. It is our belief that the relationships we forge with you throughout the different stages of your life will contribute to your continued success. To us, it's all about you.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through Addessi Financial Partners or CES Insurance Agency. Tax Services offered by Addessi Financial Partners are separate and unrelated to Commonwealth.