J., Christopher (Chris) Aiello

CRD#

1763863

Firm CRD#

171070

States Licensed in

NY,VT ,TN,FL AZ,MA

Years of Experience in Financial Services

20

Number of Years with Current Firm

1

Work Experience

Aiello Wealth Management, LLC was founded by Christopher Aiello in 2023 where he delivers customized, transformative financial solutions.

While working for large corporate wealth management firms, Christopher noticed the financial services market was not meeting all of his clients needs. Aiello Wealth Management was founded on the premise that each client is unique, has different financial goals and objectives. There is no one size fits all financial solution.

What differentiates Aiello Wealth Management from others in the industry is the unique partnership that is formed with each and every client. We are open and transparent in everything we do for our clients.

We are strategic and comprehensive in our financial planning. We are both tax efficient and cost efficient in our investment management.

Aiello Wealth Management is dedicated to setting our clients on a secure path to retirement.

Work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities