Sortino Financial Group

At Sortino Financial, we help clients make financial decisions they might not otherwise make — decisions that can transform their lives and futures. We provide holistic, consultative financial planning that integrates investments, retirement, taxes, risk, and estate considerations through a client-centric, team-based approach. We partner closely with accounting professionals and other experts across the financial services industry to deliver thoughtful, customized advice that simplifies complexity and builds confidence. As a small but growing firm, we’re deeply committed to aligning each team member to their highest and best use — focusing on what they do best and enjoy most. Our ensemble structure allows us to better serve clients through collaboration, shared insight, and collective accountability. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA (FINRA.org)/SIPC(SIPC.org). 9515 Deereco Road, Suite 700, Timonium, MD 21093,(410) 527-1292. Sortino Financial Group is Independent of ESI. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Registered Representatives of Equity Services Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. TC8506183(1025)3