Addessi Financial Partners

Addessi Financial Partners

Categories

FINANCIAL PLANNING

About Us

Addessi Financial Partners is a Comprehensive Wealth Management Firm, serving successful professionals, business owners, individuals, and families. Thank you for considering us as a resource for your wealth management needs. We are proud of our firm and feel that our caring approach to handling your personal financial matters offers you a high level of confidence and clarity when we are engaged as your family’s trusted advisor.

For more than 35 years, our locally owned, independent firm has specialized in holistic financial and life planning for our clients. It is our belief that the relationships we forge with you throughout the different stages of your life will contribute to your continued success. To us, it's all about you.

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Office
Michael V Addessi
Michael O Addessi
Aaron M Lyon
Christine J McLean
Laura N Woods
Emily C Addessi
Wendy C Addessi
Micki R Montenare

Rep/Contact Info

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Emily C Addessi
Business Development Analyst
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Wendy C Addessi
Executive Administrator
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Michael O. Addessi, AIF
Associate Financial Advisor
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Michael V. Addessi, CFP®, AIF, EA
President/CEO
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Aaron M Lyon
Financial Planner
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Christine J McLean, CFP®, EA
Senior Financial Planner
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Micki R Montenare
Director of First Impressions
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Laura N Woods, CFP®
Senior Financial Planner
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