At Battaglia Associates Wealth Advisors, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. The foundation of our business is built on trust. Our advice, recommendations and investment portfolios will be objective and independent and will be based solely on what is best for you.
We strive to be of service to you and look forward to helping you focus on your goals, plans and dreams. Our objective is to deliver the highest quality of service and responsiveness to your needs with the goal of exceeding your expectations.
John was Chief Executive Officer of Aris Corporation from 2003 until the Company’s acquisition by AssetMark on December 31, 2014. Previously John held the positions of Chief Operating Officer and Chief Financial Officer of Aris....
Client Service Associate
I have been in the Financial Services industry since 1999. My career started in Accounting & Bookkeeping so for me, Financial Services was a logical leap when it came time to make a change. Formerly Series 7 – General...