On Your Path to Financial Security
When you partner with Spinosa Financial Group to help secure your financial future, you have access to a qualified team with a combined 80+ years experience. Financial success doesn't happen by chance. It has much more to do with choice and we are here to help support you in those decisions. We are confident in our ability to deliver and execute integrated financial strategies that will yield results tailored to your unique set of goals.
Throughout each step in the process we want you to feel comfortable and informed without any pressure. We work at your pace and base our recommendations on your current and long-term objectives. As your plan goes into play we want you to live abundantly, and not just the financial sense, with a newfound freedom to enjoy the things that matter most knowing that we have you covered.
Our mission is to provide financial freedom for our clients through a comprehensive planning process.
We're Top Ranked by Forbes
It is with great honor to be recognized by Forbes. We pride ourselves on upholding excellent service standards and prioritizing growth to remain industry thought leaders. We would also like to thank our clients for entrusting us to support their financial planning needs.
Forbes Best-in-State Wealth Management teams (January 2025), research & ranking provided by Shook® Research, LLC – data as of 3/31/24. Forbes "Best-in-State Wealth Advisors" list (april 2022), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.