THE GUARDINO FINANCIAL GROUP

Overview

The Guardino Financial Group is organized as a sole proprietorship owned by an individual and is classified in the source data as unclassified. The firm’s stated activities combine brokerage and advisory elements: it operates as a real estate broker, insurance broker and other financial product salesperson while offering financial planning services. Its reported fee model for advisory work is hourly charges, which points to intermittent planning engagements rather than a traditional assets-under-management relationship. The firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. It does not appear to serve as a pension consultant or a related adviser under the categories provided.

Assets & Accounts

Investments & Alternatives

Location & Offices