Our Services

Some of the Services we provide:

Investment Management
Retirement Planning
Pensions & 401(k) Plans
College Funding
Long Term Care & Life Insurance

Support Services:

Ross Mongiardo utilizes American Portfolios Financial Services and Pershing to offer a broad portfolio of asset management products and services.

American Portfolios Financial Services provides access to securities and insurance products for independent brokers and financial planners. The firm is a member of the Financial Industry Regulatory Authority, Inc. ( FINRA ) and the Securities Investors Protection Corporation ( SIPC ).

Pershing is a leading global provider of clearing and financial services to nearly 1,100 institutional and retail financial organizations and independent investment advisors who collectively represent more than 5 million individual investors. Pershing is a subsidiary of The Bank of New York Mellon Corporation.