Cannata & Company

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number 1011986
Website cannataandcompany.com
Client types

Overview

This financial advisory firm specializes in supporting business owners who have dedicated years of hard work, passion, and persistence to build their businesses. Understanding that a business is often a business owner’s largest financial asset, the firm provides tailored financial guidance to ensure the success of both the business and its owner’s retirement planning. The firm recognizes that retirement may not be a priority for many business owners who are deeply passionate about their work. For those who may not have a retirement savings account, the firm helps them leverage their business as a retirement tool. Additionally, the firm offers strategies to manage the risks inherent in owning a business, providing owners with the tools to protect and prepare their business for both known and unforeseen challenges. With a focus on long-term success, the firm serves as a trusted partner in helping business owners secure their financial futures while continuing to pursue their passions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cannata & Company

Platform Details

Investment Preferences

Alternative Activity

Address

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