Welcome to Battaglini & Company, P.C.
At Battaglini & Company, P.C., we believe in service beyond expectation, attained through a constant desire to anticipate and fulfill the evolving needs of our clients in the nine areas of Wealth Management. Through expert guidance, we improve the lives of our clients by helping them achieve financial goals and preserve their wealth. We are dedicated to pushing the limits of excellence; we strive in providing the most comprehensive Wealth Management and Tax Advisory services to determine the best solution to our client's financial needs & concerns.
Because no two clients are the same, Battaglini & Company client relationships are built on personal attention, integrity, and trust. By developing committed relationships with our clients, we are able to deliver expert guidance that is highly tailored to our client's individual needs and financial situation, backed by complete objectivity. Together, we evaluate and plan for family protection and long term wealth using strategies and services offered by leading insurance and investment and financial institution.
Our affiliation with LPL Financial provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of low cost, highly competitive, non-proprietary financial alternatives, securities and services.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding how a stock works is key to understanding your investments.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.