Battaglini & Co Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Battaglini & Co is a financial services firm based in Berwyn, Pennsylvania, offering personalized tax and financial guidance aimed at helping clients reach their personal goals. The firm emphasizes tailored service and professional, integrity-driven relationships, working with clients to plan for family protection and long-term wealth using strategies from leading insurance and investment providers. Affiliation with LPL Financial provides access to technology, research, and a broad range of non-proprietary financial alternatives, while securities are offered through LPL and investment advice is provided by Private Advisor Group, with the two entities operating separately from LPL. The company positions itself to serve individuals seeking customized, professional assistance in managing tax and financial affairs, supported by back-office resources and due diligence from its network. Battaglini & Co operates in the financial services industry from a small team based in the Philadelphia metropolitan area, leveraging partnerships to address client needs in risk management and wealth planning.

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