Fratarcangeli Wealth Management: Setting a Standard in Wealth Advisory Excellence
Fratarcangeli Wealth Management is a state and national leader in wealth management. The team of professionals who head the organization, under the guidance of managing principal Jeffrey Fratarcangeli, are staffed by dedicated professionals who bring years of experience with all aspects of personal finance. With client services ranging from financial planning to retirement services, Fratarcangeli Wealth Management stands out as a name on all the prestigious lists for Forbes and Barron's year after year.
Expert Team
Fratarcangeli Wealth Management possesses the core skills of a good team with diverse expertise. Each member brings well-rounded and comprehensive skills and knowledge to the firm, catering to the advice needs of all its clients. Some of the members are Jeffrey Fratarcangeli, Mark Improta, Senior Vice President and Advisor, Cynthia Mulonas, Chief Operating Officer and Senior Relationship Manager, and James Turco, Director of Retirement Services among others. Together, the two create a culture of service excellence that has helped Fratarcangeli Wealth Management stand atop a pedestal in a competitive industry.
The company also holds an excellent team of customer service associates, relationship managers, and other support staff that all play a large role in putting together a holistic seamless experience for customers. This strength is guaranteed with members such as Liz Ross, Office Manager, and Human Resources Associate; and Megan Brown, Insurance Operations Manager, who ensure that clients are valued at every step of their financial journey.
National Recognition and Awards
Fratarcangeli Wealth Management has been on several very competitive lists of Forbes and Barron's. In 2024, it ranked number 1 in Michigan on the Forbes Best-In-State Wealth Management Team list; in fact, it is one of the best year after year. Other accolades include the Forbes Top 250 Wealth Advisors list, the Barron's Top 100 Independent Advisors list, to name a few, which highlight consistent performance and expertise that collectively represent the Fratarcangeli Wealth Management team.
A Client-First Approach
Fratarcangeli Wealth Management's only way to get to know and be in line with the client's goals is to take an ample amount of time. Among its awardees on the Forbes and Barron's list, its reliance on more objective standards such as assets under management, revenues, and others make it possible for Fratarcangeli Wealth Management to build a solid foundation that enables it to address the distinctive requirements of each client while having strategies aligned with long-term financial goals.
Future Outlook
The team continues to operate with high standards of excellence and integrity as the firm continues to expand its impact. With a strong reputation founded on trust and expertise, Fratarcangeli Wealth Management is well-positioned for continued growth as a premier wealth management firm, regionally and nationally.
Fratarcangeli Wealth Management is an unmatched expert and a customized approach for anyone who would like to save their future with a trusted advisor: a true leader in the area of wealth management.
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