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Louis Tranquilli Financial Advisor

5 out of 5 based on 0 ratings
35 Leigh Street
Clinton, NJ 08809

(908) 730-6234

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Business Description:

Lou Tranquilli is a professional financial advisor who specializes in investments and life insurance. Investment: Personal Brokerage Account Planning, Retirement Planning, Divorce Asset Planning, 401(k) Plans – Rollovers and Distributions, Insurance Planning. Estate Planning Life Insurance: Business Planning/Buy-Sell Life Insurance, Disability Insurance, Long-Term Care Planning, Personal Life Insurance. My clients enjoy the confidence of knowing that, in addition to my 20 years of professional experience, I am surrounded by the support of other professionals. My experience, coupled with the extensive resources of The Investment Center Inc. and Pershing LLC, allow me to provide personal service with the quality guidance you deserve.

Community Hero

Our Business has remained open in our community for more than 5 years.

We donate time, services or products to community events and functions.

We support local schools by:

  • Participating in booster clubs.

Our business is a member of a local organization:

  • Member BNI Clinton, Past President, BNI, Clinton Chapter, New Jersey, Past Chair, Board of Adjustment, Town of Clinton, New Jersey, Member, Planning Board, Town of Clinton, New Jersey, Director, Community Athletics Basketball League, Town of Clinton, New Jersey, Coach for various youth sports teams

Commitment to Green

Our business takes measures to reduce our energy and resource usage, including:

  • We turn computers and equipment off at night to save energy.
  • Our business uses compact fluorescent light bulbs, which use less electricity than traditional incandescent bulbs.
  • We take advantage of our monitor’s energy saving display settings.

We encourage recycling by:

  • Putting out recycling bins for paper, plastic, glass, aluminum or cardboard.

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 Reviews

Lou is someone you can trust

Reviewer: Lifescapes | 2/27/2012

5 out of 5 stars
 

Louis Tranquilli Financial Advisor is a professional and business partner for those looking to invest wisely and secure your assets. Lou matches your needs and risk factors to applicable products. I have been very pleased with the results I have received from Lou and have continually recommended him to friends, family and colleagues. I highly recommend him and advise anyone to consult with him to review their options.

A professional advisor you can trust!

Reviewer: Jonathan | 2/1/2012

5 out of 5 stars
 

Louis Tranquilli Financial Advisor is definitely a professional you can trust with your hard earned money! When I recently retired, Lou helped set up an excellent retirement account. Even with market fluctuations, the portfolio of investments is continuing to thrive and grow. His professionalism and caring attitude ensure regular monitoring and adjustments for my accounts. Lou takes the time to explain every detail and makes himself regularly available for consultations. I am very pleased with the performance of my accounts and highly recommend the services provided by Louis Tranquilli.

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