Raymond James - Joe Mauriello LEGO Virtual Health Expo by A Balanced Life Expos

Raymond James
LEGO® Virtual Health Expo

Background

Welcome to Raymond James &
Liberty Bank Financial Services

About Joseph Mauriello

Joe has been a financial planner for 10 years.  Joe is actively involved in youth sports in his community coaching baseball, basketball and soccer.  He currently serves on the Board of Directors of the McCalbe Waters Little League in Bristol, CT.

Joe says: “As a holistic financial planner, I coach my clients so that they can achieve confidence when it comes to planning for the future. My inquisitive and consultative approach can help clients feel confident about their financial decisions.”

About Raymond James®

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not deposits, are not insured by the  FDIC or any government agency, are not guaranteed by the bank, and are subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Liberty Bank and Liberty Investment Services are not registered  broker/dealers and are independent of Raymond James Financial Services.

What a Financial Advisor Does

With a financial advisor in your corner, you have a trusted financial professional who can provide a sound advisory process and a long-term perspective to help you stay focused on your core objectives. Here are some of the key facets:

  • UNDERSTAND YOUR CONCERNS
    This means getting to know you and your family by gathering information about your current circumstances, future goals, aspirations and concerns.
  • IDENTIFY YOUR FINANCIAL GOALS
    Your plan may be as straightforward as saving for retirement or a child’s education. But you may need a more complex solution, like selling your business and using the proceeds to develop a sustainable plan for retirement income and establish a charitable trust.
  • ASSESS YOUR TOLERANCE FOR RISK
    Your advisor will factor in your investment horizon and assess the types and levels of risk you can afford and with which you’re comfortable.
  • COLLABORATE WITH YOUR TEAM
    When appropriate, your advisor can also work with your CPA, attorney and other  professionals to help ensure all aspects of your financial and estate planning are addressed.
  • DESIGN AND IMPLEMENT AN APPROPRIATE INVESTMENT STRATEGY
    Your financial plan should not be an off-the-rack solution. Your advisor has access to in-depth evaluations of hundreds of potential investments and should offer objective, unbiased recommendations based on what’s best for you.
  • MANAGE, MONITOR AND ADJUST YOUR PLAN AS NEEDED
    Financial planning is an ongoing process that requires periodic review. If it becomes necessary to adjust components of your plan in light of changing circumstances and evolving objectives, you’ll make decisions and adjustments together.
  • STAY FOCUSED ON LONG-TERM PLANNING
    Your advisor can help keep you apprised of relevant market developments and help you understand their implications. This helps ensure your financial decisions are based on facts and careful research, rather than emotions and market volatility.
Raymond James - Joe Mauriello LEGO Virtual Health Expo by A Balanced Life Expos

Joseph Mauriello
RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

160 Highland Avenue
Cheshire, CT 06410
(p) 203-806-2122
(p) 888-570-0774
(e) Joseph.Mauriello@raymondjames.com

Our Website:  https://www.liberty-bank.com/your-future

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