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Maccio Financial – Financial Services – St. John – USVI

Welcome We are the only fee-only Certified Financial Planning™ firm in the US ****** Islands.  We are a comprehensive financial planning firm providing asset management and goal oriented planning services. We offer a no fee initial consultation where we provide a review of current holdings and recommendations on how

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CONTACTS AT MACCIOFINANCIAL.COM

Michelle Maccio

5000 Esta●●●●●●●●●, pmb 298

St.●●●ohn , U.S. Virgin Islands, 00830

Virgin Islands (USA)

0.34●●●●1675
mi●●●●●●●●●●●●●@gmail.com

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Michelle Maccio

5000 Esta●●●●●●●●●, pmb 298

St.●●●ohn , U.S. Virgin Islands, 00830

Virgin Islands (USA)

0.34●●●●1675
mi●●●●●●●●●●●●●@gmail.com

View this contact

Michelle Maccio

5000 Esta●●●●●●●●●, pmb 298

St.●●●ohn , U.S. Virgin Islands, 00830

Virgin Islands (USA)

0.34●●●●1675
mi●●●●●●●●●●●●●@gmail.com

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Maccio Financial – Financial Services – St. John – USVI | macciofinancial.com Reviews

https://macciofinancial.com

Welcome We are the only fee-only Certified Financial Planning™ firm in the US ****** Islands.  We are a comprehensive financial planning firm providing asset management and goal oriented planning services. We offer a no fee initial consultation where we provide a review of current holdings and recommendations on how

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1

Company – Maccio Financial – Financial Services – St. John – USVI

http://macciofinancial.com/company

In 2013 after selling her stateside practice in Connecticut. Her goal is to bring full-service, unbiased financial planning and management to her clients. She has 17 years of financial services experience and holds the designations of CERTIFIED FINANCIAL PLANNER. Accredited Asset Management Specialist (AAMS ). Inactive, and Accredited Investment Fiduciary (AIF ). Inactive. She has a Bachelor’s degree in Finance from Post University where she graduated with Magna Cum Laude honors. For our commercial clien...

2

Our Fees – Maccio Financial – Financial Services – St. John – USVI

http://macciofinancial.com/our-fees

We provide a no-fee initial consultation during which we review the current portfolio of a potential client and provide a recommendation on how to obtain a better return and/or lower the risk of the portfolio. We also discuss overall financial goals and how we can help a potential client achieve those goals. Please note that although we currently do not have a minimum asset requirement. We grow our client base by a limited number of clients per year. Regardless of asset size. Is simply priced at only 1%.

3

admin – Maccio Financial – Financial Services – St. John – USVI

http://macciofinancial.com/author/admin

This author has not yet filled in any details. So far admin has created 0 blog entries. 18-1 Estate Enighed, Cruz Bay Quarter, St. John, USVI 00830.

4

Why Fee-Only Matters – Maccio Financial – Financial Services – St. John – USVI

http://macciofinancial.com/why-fee-only-matters

We are a fee-only advisor. Meaning you never have to worry we are making a recommendation just to generate a commission. We are compensated only by our clients, primarily based on assets under management. Very simply, this puts us on the same side of the table as our clients, aligning our interests together. Being a fee-only advisor. Not affiliated with a broker/dealer, means 100% complete objectivity. And freedom of all biases. 100% free from biases.

5

Why CFP Matters – Maccio Financial – Financial Services – St. John – USVI

http://macciofinancial.com/why-cfp-matters

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP professionals to look out for your interests above their own. The average pass rate for this difficult exam is only 56%. T...

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Your Goals. Your Dreams. Our Commitment. We are the only fee-only Certified Financial Planning firm in the US Virgin Islands. We are a comprehensive financial planning firm providing asset management and goal oriented planning services. We offer a no fee initial consultation where we provide a review of current holdings and recommendations on how to improve a portfolio. Our focus is always on maximizing return while minimizing risk and we do this using a variety of advanced technology tools.

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