Our Primary PurposeOver the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Finding Your FitWe invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Our FirmDedicated to the highest standards, Art D'Angelo and associates have been providing comprehensive financial services since 1989 focusing on relationships of mutual trust and success. Art is active on 4 not- for- profit boards in the community and church.
Art markets a variety of insurance and annuity plans for small business and professionals. An Independent AdvantageINSURE4LIFE represents a carefully selected group of financially strong, reputable insurance companies, therefore, we are able to offer you the best coverage at the most competitive price.
Our commitment is to you the client and that’s where our loyalty remains. That’s the true nature of a good independent agency and a broker with the clients best interest in mind. Our QualificationsArt D'Angelo holds the CLU (Chartered Life Underwriter) and the ChFC (Chartered Financial Consultant) designations from the American College, the LUTCF (Life Underwriters Training Council Fellow) from the National Association of Insurance and Financial Advisors, an MBA from Fairleigh Dickinson University, and a BS from Penn State University.
Our MissionHow We WorkOur mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Our ProcessWe create strategies that are tailored to your needs and goals.
Our HistoryYears of experience have prepared us to guide you through your life transitions.
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