LeadIQ logo
Learn more at LeadIQ.com

Agnello Financial Group, Inc. Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Agnello Financial Group, Inc. operates in the investment management sector, providing financial planning, investment advisory, and insurance services. Through proactive planning, objective investment strategies, and personal service, the firm aims to help clients formulate realistic financial plans and pursue their financial goals, with an emphasis on maintaining the lifestyle clients desire. The company emphasizes close, individualized attention and a long-standing client relationship approach, guided by a commitment to client interests and objectivity. Based in West Palm Beach, Florida, the firm serves a professional, client-focused market and operates alongside other established financial services firms within the industry. Securities are offered through Osaic Wealth, Inc., with investment advisory services provided directly by Agnello Financial Group, Inc., and the broader arrangement noted as independent of Osaic Wealth. For inquiries, the office can be reached at the listed local contact number.

Find Agnello Financial Group, Inc. employees' phone numbers or email addresses

Agnello Financial Group, Inc. Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Agnello Financial Group, Inc.'s Leadership

  • Stylized image of a person
    M. A.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. E.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R. C.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone

Agnello Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Agnello Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. A.
    President
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    J. D.
    Client Service Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 30, 2026
  • Stylized image of a person
    S. E.
    Office Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    G. R.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 24, 2025
  • Stylized image of a person
    G. R. C.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Agnello Financial Group, Inc. known for?

Minus sign iconPlus sign iconAgnello Financial Group, Inc. was founded in 1988 operates in the Investment Management industry. The company's main headquarters is located in 712 North Olive Avenue West Palm Beach, Florida 33401 United States; you can contact the main corporate office by phone at
+1-561-833-****
. Explore Agnello Financial Group, Inc.'s company overview page for more information.

What is Agnello Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconAgnello Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agnello Financial Group, Inc. email formats with LeadIQ.

How many employees does Agnello Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAgnello Financial Group, Inc. has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Agnello Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Agnello Financial Group, Inc.'s key employees include:

  • President: M. A.
  • Client Service Manager: J. D.
  • Office Manager: S. E.
  • Certified Financial Planner™ Professional: G. R.
  • Certified Financial Planner™ Professional: G. R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.