Miceli Financial Services is an independent financial planning and wealth management firm based in Marlton, New Jersey. The firm emphasizes building long-term, trusted relationships with its clients to help them achieve their financial goals. They provide a range of services including investment management, retirement planning, insurance solutions, and estate planning. As an independent firm, they are not tied to proprietary products, allowing them to offer objective advice tailored to individual client needs. Their securities and investment advisory services are offered through Kestra IS and Kestra AS, respectively.

Founded in

United States