Antone Mercurio LLC
Categories
Financial Advisors & Services
About
At Antone Mercurio LLC, we specialize in comprehensive financial planning for individuals, families, and business owners. Our approach combines investment management, retirement planning, and estate strategies, working closely with clients' attorneys and CPAs to create cohesive financial solutions.
Our philosophy is simple and straightforward: financial advice is part numbers, part hospitality. Every client deserves both strategic expertise and exceptional service. Specialties:
- Retirement Planning & Consulting
- Investment Management
- Estate Planning
- Business Owner Solutions
- Risk Management
- Tax-Efficient Strategies
2100 Garden Rd, Suite A203, Monterey, CA 93940
(831) 717-3158
The Financial Advisors of Antone Mercurio LLC are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Antone Mercurio CA Insurance Lic# 0B68606. Francisco Arevalo CA Insurance Lic# 4215987
At Antone Mercurio LLC, we specialize in comprehensive financial planning for individuals, families, and business owners. Our approach combines investment management, retirement planning, and estate strategies, working closely with clients' attorneys and CPAs to create cohesive financial solutions.
Our philosophy is simple and straightforward: financial advice is part numbers, part hospitality. Every client deserves both strategic expertise and exceptional service. Specialties:
- Retirement Planning & Consulting
- Investment Management
- Estate Planning
- Business Owner Solutions
- Risk Management
- Tax-Efficient Strategies
2100 Garden Rd, Suite A203, Monterey, CA 93940
(831) 717-3158
The Financial Advisors of Antone Mercurio LLC are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Antone Mercurio CA Insurance Lic# 0B68606. Francisco Arevalo CA Insurance Lic# 4215987.