Aaron Lyon's Colleagues at Addessi Financial Partners
Aaron Lyon's Contact Details
["(727) 845-7572"]
Addessi Financial Partners
Aaron Lyon's Company Details
Welcome to Addessi Financial Partners, a comprehensive wealth management firm, serving successful professionals, business owners, individuals, and families.Our primary focus is achieving client goals through personalized financial planning for successful professionals, business owners, individuals, and families.We specialize in comprehensive wealth management including:* Retirement Income Planning, 401k Rollovers* Tax Planning* Estate Planning* Portfolio Management, including Traditional and Roth IRAs* Insurance Planning, including Life and Long-Term Care* Legacy Planning* Elder Care Services* Real EstateAddessi Financial Partners was founded in 1983 by Michael V. Addessi as a tax and accounting firm serving successful professionals, business owners, individuals, and families. As the company grew, it became apparent that there was a real demand for a firm that could deliver a more comprehensive array of financial and life planning services. Responding to this need, the firm began curating expertise in all areas of financial planning, so it could offer its clients a consortium of experts, all under the auspices of one trusted advisory firm.Under the leadership team at the firm, clients are afforded a coordinated planning experience that is customized and personalized. The caring and friendly atmosphere at the firm is evident in every interaction that clients and visitors have with the partners and staff.As this family firm looks forward to the future, its partners will continue to value its roots and respect the needs of its valued clients.This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IN, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.