BRISTOL – Micari Financial Group continues offering full service financial advice and practices for area client needs.
The business serves both businesses and individuals in planning for insurance and investment needs, said their website. First created in 1990, the group looks to approach and design specialized services to client needs. The business believes it is most important step in serving client needs is to educate them.
Explaining concepts in the market, investments and how they should be utilized is a cornerstone to financial success when dealing with variables in the market.
“The process is designed to provide you with all of the information needed to make a well-informed decision,” the group says.
Among services offered include investment management, insurance and annuity products, college funding and retirement strategies. The group also will help clients with 401(K) implementation, design and analysis. Micari Financial will also assist clients in guiding them through the process of analyzing employee benefits, their implementation and design.
Will Micari is a financial advisor and owner of Micari Financial Group. He was raised in Bristol before attending Western New England University, receiving his Bachelor of Science in business management in 1989. He started his practice in 1990 with MassMutual Life Insurance Company. He joined Cambridge Investment research in 2008.
In FINRA: Micari has 65, 63, 6 and 7 licenses. He is also licensed in insurance with the state of Connecticut.
With the Center of Fiduciary Studies, Micari has been recognized with an AIF designation. The designation denotes Micari has specialized knowledge regarding standards in the care and application of the investment management process.
He has lived in Bristol and Burlington and also served as a Main Street Community Foundation board member. The foundation is recognized for its philanthropic mission in assisting donors who want to build endowments for charities. Micari has also served as a board member with the St. Paul Catholic High School Investment Committee and as a past board member with the Bristol Chamber of Commerce.