Aventine Financial Group
4259 West Swamp Road, Doylestown, PA 18902
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Aventine Financial Group, located at 4259 West Swamp Road in Doylestown, Pennsylvania, is a finance institution dedicated to helping clients protect and grow their wealth while achieving financial peace of mind. As fiduciaries, they prioritize their clients' best interests, providing tailored solutions to improve their unique financial situations. The institution offers different levels of service, such as Aventine Platinum Client for customized investment strategies and Aventine Premium Client for personalized financial coaching. With a holistic approach and commitment to transparency, Aventine Financial Group uses innovative technology for tax-efficient, smart investing to help clients prepare for life's financial challenges. The institution is associated with the Financial Planning Association and employs CERTIFIED FINANCIAL PLANNER™ professionals to provide high-quality financial advice and services. Their partnership with Zoe Financial ensures that they work with the top 5% of wealth managers in the United States, offering clients a modern wealth platform to find and hire trusted financial advisors.
Reviews
"Passion, knowledge and a genuine interest in achieving the best for clients. Frank delivers truly professional financial planning services and puts the clients' interest first. He has a welcoming, friendly, and personable nature, and works with integrity to provide his clients with sound financial advice and guidance. I have no doubt in recommending Aventine Financial Group and Frank to any of my friends and family!"
"Frank at Aventine Financial Group is truly somebody who is out for YOUR best interest. I’ve had multiple 401 k’s with another firm and I was tired of being another number for them. Frank and Aventine Financial Group won me over. He breaks it down in simple terms for me (Didn’t go to school for finance), and when I have a question, he responds to me in a timely manner whether it’s over the phone or through email. The numbers and the service’s offered exceeded my expectations. I recommend Frank and Aventine Financial Group to all my closest friends and family. THANK YOU, FRANK!!!"
"Frank is a true professional. He is very thorough, and takes the time to explain everything to your understanding. I would not trust my finances with anyone else!"
"Frank Fiumecaldo is the absolute best! Not only is he fast, he is thorough to ensure he gets the best outcome for you. He has the most patience and really takes the time to help answer any questions I may have. Highly recommend!"
"Frank is the best. He’s friendly and extremely trustworthy. He takes the time to completely understand your financial landscape and designs a plan that is suited best for you. I recommend Aventine to all my closest friends and family."
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