||Beltrano & Associates is an independent financial
consulting company. We counsel groups of any size, individuals
and families who want to prepare themselves for the future.
We have grown into a company that establishes its reputation
as being one that offers exceptional service.
Our quest is to emphasize the importance of building
financial independence and preserving wealth for all clients through
disciplined saving and sound long term investing. In order to plan
properly, you must have an investment program in place. However
many people do not take these opportunities because they might not
have the knowledge or time to do so. People also tend to procrastinate
about making financial decisions, prolonging this decision wanting
to wait for the right time, but that time will never be just right.
This indecision causes them to lose valuable time in an investment
program. An investment program is set to fit the uniqueness of the
MUTUAL FUND DEALERSHIP
FundEX Investments Inc. acts as our mutual fund "dealer",
providing the infrastructure that allows us to provide the products
and services from a variety of mutual fund companies. FundEX was
incorporated in February 1995. We are one of more than 100 registered
associates affiliated with FundEX
ADVANTAGES OF DEALING WITH
BELTRANO & ASSOCIATES
- As independent financial consultants we work for you the
client not for any specific financial institution.
- We provide personal touch service to all clientele.
- We help you define your investment goals, both short-
- We advise you of anything that may warrant your attention.
- We recommend adjustments to your portfolio to reflect
your changing circumstances.
- We provide you with the information you need to make investment
- We provide opportunities to educate you about investing.
- We monitor your investments.
- We have an arrangement with many Financial Institutions,
Fund Companies, and Life Insurance Companies, which enables
us to offer their products to our clientele.