Cantella’s nationwide network of advisors works diligently to help clients of all types realize their financial future. If you are a financial advisor looking to join our family of advisors, or are a client in need of the support of a financial advisor see below to see how Cantella may be able to help you.
Financial Professionals
Between caring for client relationships, managing employees and maintaining the quality of your products and services, managing and growing a business is a demanding task. Cantella advisors benefit from a robust platform and service offering, as well as the added layer of elite/high touch support provided by the home office team. The combination gives you the ability to provide top tier service to your clients and build a valuable, successful business.
We take a consultative, open-minded approach to everything from compliance to technology to products, because we believe you and your clients all have unique needs. For the 70+ years we’ve remained a firm that’s big enough to provide the support and technology you need to grow, but not too big to develop personal relationships.
Individuals
While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Families
As a parent, you’re not only pursuing your own aspirations, but guiding your children towards their own success as well. That’s why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Small Business Owners
Financial advisors can be invaluable partners for small business owners. Their expertise can help you navigate complex financial landscapes and make informed decisions. By offering tailored financial plans, cash flow management strategies, risk mitigation, tax optimization strategies, structuring a retirement plan benefit offering, and long-term planning, we can help small business owners make sound financial decisions, protect their business, and achieve their ultimate goals. Whether you're just starting out, looking to expand, or planning for retirement, we can provide the guidance and support you need.
Institutional Investors
Cantella’s seasoned Capital Markets team is experienced in working on behalf of financial advisors working with institutional and retail clients, as well as working directly with Institutional clients. We are experienced in DVP settlements and allocations, trading in all areas of the fixed income marketplace and specialized account paperwork.
Our Desk features specialists covering all products, including U.S. Treasuries, investment grade corporates, municipals, agencies, high yield and preferreds. We have access to flows in all sectors from the Street and comprehensive inventories throughout the fixed income marketplace.
Ready to get started?
If you are a client looking for a financial advisor to help you realize your financial future or a financial advisor looking to join the Cantella team, please contact us today.
