PRIORITY WEALTH MANAGEMENT, L.L.C.
Philip Liner and Barbara Fanone joined America Group Retirement Strategy Centers in 2004 so they could offer their clients high quality, personalized financial advice. America Group offers access to a broad selection of investment opportunities, retirement planning strategies, insurance protection, and estate planning strategies.
Through LPL Financial, The America Group provides the objective advice and personalized attention that you should expect from a local independent firm. Our clients also receive the benefits of working with the largest independent broker dealer in the country, LPL Financial*. We use LPL Financial for securities transactions as well as their extensive research.
Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value. We cultivate relationships based on trust and long term perspective.
Philip and Barbara consider themselves Personal Chief Financial Officer's (CFO) for their clients. Our goal is to assist our clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As personal CFO's, we use our specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble experts to assist with implementing strategies and solutions.
We look forward to meeting you!
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2015