Steve Daglio
Owner at Essential Asset Management, Llc
Based in Boston, United States
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Seniority
C-Team
Department
General Business & Management
Location
Boston
Industry
Investment Management
Company size
1
Contact information
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Background
About Steve Daglio
Experienced & distinguished investment advisor with over 16 years in the financial planning industry. At my firm, I provide my clients with the following: 1) One single point of contact to manage your entire range of financial needs. 2) Ongoing, un-biased advice and feedback on investments, retirement planning, and insurance. 3) Personalized portfolios designed to meet individual investment goals while reducing risk, taxes, and overall costs. Professional Highlights: • Founded Essential Asset Management, LLC, a Boston based investment advisory firm. • Selected by Boston Magazine to receive the Five Star Wealth Manager award for 2010, an honor awarded to less than 3% of wealth managers in the Boston area. •Top performing account executive at one of Fidelity's flagship branches in Braintree, MA. Specialties: Relevant Licenses: series 66, & life insurance license Currently pursuing CFP through Bryant College ** A copy of my current brochure filed with the Massachusetts Securities Division can be viewed under the link below my website labeled "advisory brochure"** 167 Washington Street Norwell, MA 02061 C: 617-596-7873 E: steve.daglio@essential-am.net
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