By Kate Quesada
Asset management, pre-retirement and estate planning services. For many, these words are intimidating and almost like a foreign language, but Riverview resident Howie Angeloni, owner of the Tax Advisory Group and TAG Investment Advisors LLC, has created a one-stop shop in Riverview to help residents with all their financial needs.
After 21 years in the U.S. Air Force, Howie decided that a career in financial and tax advisory would be the perfect match for his love of numbers and desire to help others. He opened his office more than 15 years ago and has been assisting clients with every aspect of their financial well-being ever since.
“The entire focus of this organization is client prosperity,” said Howie. “We offer a tremendous amount of services all under one roof to help our clients in all facets of financial planning; starting from pre-retirement through retirement and full estate and tax planning.”
Howie is a member of the Riverview Chamber of Commerce. He holds licenses for insurance, investments and long term care and is a member of the National Association of Insurance, Financial Advisors with an A+ rating from the Better Business Bureau, and is a preferred member on Angie’s List.
“We have access to all the experts at our fingertips and resolve and/or plan around almost any financial, insurance and estate tax issue that may be on your horizon,” said Howie.
According to Howie, one of the main strengths of his company is that they make sure they know each of their customers personally and figure out the best financial plan for them. “We work with each and every one of our clients to design a personal financial plan based on their goals and desires,” he said.
Clients range from residents wanting to make large investments to those who do not have a lot of assets but want to make sure what they do have is not wasted.
“My favorite clients are the moms and dads who don’t think they have enough money to invest. That’s sad. Every dollar is important to me and I make sure my clients know that,” said Howie, whose children and grandchildren all live in the Riverview area.
Angeloni Tax Advisory Group, which is planning an expansion later this year, is located at 11932 Balm Riverview Rd. in Riverview and can be reached at 626-7575. For more information, visit www.riverviewfinancialplanning.com.