Settanni Financial Group is a financial services firm dedicated to providing personalized financial planning and wealth management for individuals, families, and business owners. Founded on a client-centric philosophy, the company focuses on building long-term relationships through a process of discovery, strategy development, implementation, and ongoing monitoring. Their key services include retirement planning, investment management, insurance solutions, and comprehensive financial strategies. The firm is not a direct broker-dealer; it is affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC, which handle securities and investment advisory services respectively.

Founded in

United States