Amato Insurance and Financial Services offer an array of financial planning and investment services designed around your specific needs and goals. Whichever phase of life you are in, our experienced professionals are equipped to advise you. Whether you are focused on retiring on your own terms or leaving something behind for the next generation, we can assist. Our straightforward approach leads to practical recommendations designed just for you.

Retirement Planning

  • Retirement Planning
  • Employer Sponsored Retirement Plans
  • Education Planning
  • Portfolio Management
  • Financial Planning
  • IRA Contributions
  • Pensions and Annuities

Investment Strategies

  • Determine financial objectives
  • Asset allocation
  • Risk tolerance
  • Time horizon
  • Management

Risk Management and Insurance:

  • Disability Insurance
  • Life insurance
  • Health Insurance/Health Savings Account
  • Long-term Care Insurance
  • Employee Benefits Analysis & Implementation
  • Medicare Planning