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Wealth

Management Made Simple.

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welcome to james cipriotti

Managing your income and planning for retirement is a breeze when you partner with James V Cipriotti. For more than two decades, we have worked with retirees and pre-retirees to assess their finances, develop goals, and customize investment solutions that allow them to carry on their lifestyle. We would be honored to do the same for you as you plan for some of the best years of your life.

COMPLIMENTARY CONSULTATIONS

  • Free $100 Visa Gift Card given to those age 50+ (must present statements totaling $50K or more to receive gift card).
  • We are ranked 2019's number one Financial Advisor in PA by TopRatedLocal.com.
  • One-on-one meeting to talk about your financial needs and goals (usually lasts 45-60 minutes).
  • Specializing in retirement distribution planning and working with those who are already retired or within several years of retiring.
  • We also have evening and Saturday appointments available by request.
  • Meetings available at our office in Radnor, PA or in the comfort of your own home.
  • Jim is an Accredited Investment Fiduciary who is legally bound to place your best interests first.

OUR GOALS

  • To help educate you regarding retirement advice and techniques which may maximize your Social Security income.
  • To address your retirement distribution planning concerns and to create a lifetime strategy.
  • To help you look forward with financial confidence to your best years of retirement.
  • To show you how to receive a tax-free retirement income from a Roth-IRA.
  • To offer a second opinion if you're already working with a financial advisor.
  • To show you ways to help protect your nest egg against a stock-market crash.
  • To point out hidden investment fees that may substantially hinder your performance.

skill & knowledge

Extensive industry knowledge and skills mean you get the best possible retirement advice and financial planning guidance.

Proprietary Strategies

Even if you're confident in your finances, we bring new and unique retirement planning strategies to the table.

Complimentary Consultations

We offer a no-obligation financial consultation and review to help you assess your finances and retirement plan.

flexible scheduling

Contact us 24/7 and we'll work with your schedule to set up a free retirement planning consultation.

WHY CHOOSE US 

You can’t put your retirement plan and finances into just anyone’s hands. Luckily, we aren’t just anyone. After 21 years in business, James V Cipriotti’s is prepared to exceed your expectations. Throughout that time, he's mastered the ins and outs of creating strategies for better retirement distribution planning and developing portfolios to help his clients move forward with certainty.

Our schedule is flexible and we're available 24/7, which allows you to schedule a consultation at your convenience. That’s just one of the ways we strive to put our clients first. Reach out to us today to get started and schedule your free consultation in Radnor and the surrounding areas. 

TESTIMONIALS

Testimonials

  1. Smart and Very Knowledgeable

    Jim is smart and very knowledgeable, generous with his advice, frank and honest. We have encountered several financial advisors and he is, clearly, the most knowledgeable that we have found.  I consi…Read More

    Dean Dreibelibis
  2. Well Worth The Time

    I got an invitation in the mail to come in for a review of my investments. He also gave me Visa Gift card as soon as I met him which showed me he was pretty confident. I liked that! But the gift card …Read More

    Denise Shaw

James V. Cipriotti, CFP®, CSA, CMFC, AIF

How many decisions have you made about your retirement? If you feel you need help making the right moves, either to prepare for retirement or to plan the best disbursements of retirement savings, you’ve come to the right place. Since 1998, James V. Cipriotti has helped countless people retire with financial confidence and security to live a happier life. From assessing your current investments to creating a long-term plan for every situation, we proudly partner with anyone ready to take the next steps to plan their retirement.

With 21 years of service comes our fair share of accolades and achievements: 

● Ranked #1 Financial Advisor in 2019 in Pennsylvania by TopRatedLocal.com
● Accredited Investment Fiduciary
● A+ Rating with BBB
● CFP® - Certified Financial Planner

We inspire our clients to take control of their finances and feel empowered about their future. We can’t wait to do the same for you. Reach out to our team today to schedule your first consultation.

CONTACT US NOW
CONTACT US 24/7

GET A FREE CONSULTATION

Transform your financial future by partnering with James V Cipriotti. We offer a complimentary consultation for anyone who is interested in growing their assets and saving money.

Of course, we like to reward people for thinking long-term. Enjoy a $100 Visa Gift Card on us for contacting us and completing a portfolio review.

Take control of your financial future with confidence by scheduling your consultation today. We look forward to working with you.

 

Call us today at (610) 228-4152 or complete the form on this page to get started!

 
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©2019 James Cipriotti - All rights reserved.

Please note that the examples herein are neither company nor product specific. They are concepts shown to give you general information of the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state.

James Cipriotti and its employees and representatives do not give investment, tax or legal advice. We are not affiliated with the Social Security Administration or any other governmental agency.