Since inception, Banna Financial Advisors’ vision has been to build a full-service wealth management, estate planning and insurance advising firm. We recognize clients’ goals and needs are specifically unique to their individual situations. We manage our clients’ finances through a comprehensive, yet non-traditional, approach integrating investment advice, tax and cost analysis strategies. We strive to bridge the gap that frequently exists between financial advisors, accountant, attorneys and insurance agents when structuring personal and business finances.
Our clients are part of our family and we are invested in their long-term success. The world is not static and every client’s needs and circumstances are continually evolving. Remaining vigilant and keeping abreast of the necessary changes and legislation affecting our client’s overall strategy is critical. Whether utilizing one or all of our services, clients benefit from the integrated knowledge we apply across all platforms. We empower our clients to make the most informed decisions when contemplating the options available to them.
Call or email us today to schedule a meeting. We’d sincerely appreciate the opportunity to meet with you and learn about your present situation and your future goals. A relationship you can trust and rely upon awaits.