Employer-Sponsored Plans
Giardina Capital Management works in alliance with Equitable Advisors serving as a representative on employer-sponsored retirement accounts. We will guide and assist you as a participant in a sponsored retirement plan throughout your career.
Please click below to see a list of the most common employers that we work with.
Targeted / Specific Advice
If you are facing a specific financial challenge or need, our team will conduct a needs analysis to search for a personalized solution. Such an analysis could immediately solve a pressing situation or it could lead to a short-term plan.
Regardless, we encourage you to reach out to discover your options. Our team is experienced in many financial situations.
Comprehensive Financial Planning
For a more comprehensive approach to your financial life, we offer ongoing or project-based financial planning. A good comprehensive plan will dissect and organize all aspects of your financial life, including budgeting, managing cash flow, investments, tax planning strategies, estate planning strategies, insurance, risk management, and more.
Message us today to get the process started to take control of your financial life.