Broker Check

About Battaglini & Co

Client Centered

For close to twenty five years, Battaglini & Company has been committed to customer service and building wealth for our clients. Our financial and professional growth is attributed to our dedication to our clients and the personalized attention to their financial and personal success.

At Battaglini & Company, we recognize that our clients are our most important asset and we strive to provide them with the personalized service that has become our firm's trademark. We provide a full range of wealth management and tax advisory services to high net worth individuals and those with unique tax situations. Our specialized advice improves the lives of our clients by helping them toward their financial goals.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on Nine Key Wealth Management Issues that our clients are likely to face at some point in their lives. Whether you need traditional financial services or specialized tax consulting, we provide each of our clients with the high quality service using modern technology backed by old-fashioned integrity and personalized attention and support.