Portell Financial Services, Inc. was founded in 1984 with the goal of assisting our clients in every aspect of their financial lives. We strive to achieve a reputation of excellence in the industry by providing our clients with a high level of personal service. We work actively with each client, and any of their associated advisors, to help create the financial stability and security necessary to achieve financial independence.
Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
At Portell Financial Services, Inc. our mission is simple: To serve our clients with the highest level of integrity by creating a relationship that provides solutions in the accumulation, conservation, and distribution of net worth. We are pleased to offer a variety of financial services, each tailored to the specific needs of you, our client. The process starts when we first meet with you, and our team then works with you to develop, implement, and manage a strategy to help you achieve long-term financial success and independence.