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Jeffrey Cirino is an independent Registered Investment Advisor licensed directly
with the State of Ohio Division of Securities in Columbus, Ohio. As an
independent, Jeff’s firm can offer any financial product available to the public.
Jeff Cirino and Alpha Planning and Financial Services have an agreement with
the discount brokerage house TD Ameritrade.
TD Ameritrade is where all securities are held and transacted. You receive all
assets values and transaction statements directly from TD Ameritrade.
Many of our clients own indexed products solely for safety and do not own any
securities at all. Securities are not for everybody. The choice of an investment
greatly depends on each persons individual risk tolerance and degree of wealth.
However, whatever the size of the "nest egg", investors should own some
"principal protected" assets.
In our managed portfolios held at TD Ameritrade, we offer a balanced portfolio
of "Blue Chip" common and preferred stocks, Vanguard, I Share, and ProShares
"Exchange Traded Funds" as well as indexed and non-indexed funds, bonds,
U.S Treasusires, and CD’s.
Before you implement any recommendation, Jeff spends ample time with you
one-on-one, making sure you understand and are comfortable with your
financial decisions.
We will work with YOUR most important issues in YOUR order. Whatever may
be the most important to you, such as saving taxes, increasing income, legal
issues, nursing care...we will work with your biggest "800 pound gorilla" in the
room!
with the State of Ohio Division of Securities in Columbus, Ohio. As an
independent, Jeff’s firm can offer any financial product available to the public.
Jeff Cirino and Alpha Planning and Financial Services have an agreement with
the discount brokerage house TD Ameritrade.
TD Ameritrade is where all securities are held and transacted. You receive all
assets values and transaction statements directly from TD Ameritrade.
Many of our clients own indexed products solely for safety and do not own any
securities at all. Securities are not for everybody. The choice of an investment
greatly depends on each persons individual risk tolerance and degree of wealth.
However, whatever the size of the "nest egg", investors should own some
"principal protected" assets.
In our managed portfolios held at TD Ameritrade, we offer a balanced portfolio
of "Blue Chip" common and preferred stocks, Vanguard, I Share, and ProShares
"Exchange Traded Funds" as well as indexed and non-indexed funds, bonds,
U.S Treasusires, and CD’s.
Before you implement any recommendation, Jeff spends ample time with you
one-on-one, making sure you understand and are comfortable with your
financial decisions.
We will work with YOUR most important issues in YOUR order. Whatever may
be the most important to you, such as saving taxes, increasing income, legal
issues, nursing care...we will work with your biggest "800 pound gorilla" in the
room!
Alpha Planning
and Financial Services, Inc.
and Financial Services, Inc.