BRISTOL -- Established in 1990, Micari Financial Group LLC is a full service financial practice dedicated to helping individuals and businesses with their investment management and insurance needs.
“We take a comprehensive approach to understand our clients’ needs and then design a solution tailored to meet those needs. We feel the most important part of our process is the education we provide our clients, taking the necessary time to explain the financial concepts, the investments being employed, and how they will react to the variables in the financial markets. The process is designed to provide you with all of the information needed to make a well informed decision,” according to the company’s website.
Micari Financial Group offers a wide range of financial products and services to individuals and business owners to help educate them with sound financial information and the proper tools to make informed decisions.
Individual services offered include:
Insurance (life/disability/long term care) and annuity products.
Business services offered include:
401(K) qualified retirement plan analysis, design and implementation. The process is focused on fiduciary risk management and participant education.
Employee benefit analysis, design and implementation, focusing on cost effective compliance with health care reform for your medical insurance. Other employee benefit coverage include: dental, life, and disability insurances. Voluntary and contributory. Micari Financial Group, LLC is a channel partner with Ovation Benefits.
Owner/advisor William R. Micari started his practice in 1990 at MassMutal providing investment management and employee benefit services to his clients. In 2008 he joined Cambridge Investment Research Inc., one of the nation’s leading independent broker dealers, providing the latest in technology and practice management support to its affiliated advisors.
Raised in Bristol, Micari attended Western New England University and received a bachelor of science degree in 1989 in business management. He currently holds securities license series: 7, 6, 63, 65. In 2011 he earned the AIF designation from the Center for Fiduciary Studies, which certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
He is a current board member of the Main Street Community Foundation and serves as the chairman on the investment committee for the foundation, a past board member of the Bristol Chamber of Commerce, and coach and board member of the Burlington Little League.
The Micari team also includes:
Lori Malinski, practice manager/client support, who has 17 years of experience in the financial services and insurance industries. She provides clients with administrative support and customer service.
Jo-Anne Sabin, employee benefits account manager, who has 30 years of experience in employee benefits. She provides market research for clients, presentation design and client service support.
Micari Financial Group LLC is located at 874 Terryville Ave., Bristol, CT 06010. For more information, call 860-261-4746, email firstname.lastname@example.org, or visit www.micarifinancial.com .
Susan Corica can be reached at 860-973-1802 or email@example.com. Follow Susan Corica on Twitter @coricaBP.