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Joseph F Coniglione
Investment Adviser Representative
2203 Cypress lake place
Kissimme, Fl 34758
By Appointment Call for a complimentary consultation
Joseph F. Coniglione has been in the financial services industry since 1974. Through this time, he has provided valuable services to thousands of families and individuals, helping them to preserve and maintain their lifestyle for themselves and their families.
Joseph attended Pace University and majored in economics and finance. He started his career working with Goldman Sachs, Chase Manhattan, First Investors and Met Life. Then he pursued a independent career to provide a broader spectrum of products better suited for his clients' needs. Whether it be for the working class or business class, he treats his clients with passion and commitment. Joseph has an extensive knowledge and experience with the complexities of Retirement, Asset Protection, Income Planning, Investment, and Estate planning.
Joseph specializes in the area of retirement and estate planning for Individuals, Business and families. "I take care of my clients' needs with the characteristics and integrity that my parents taught me," says Joseph. "Always treat everyone with the same respect as you would want your parents and family to be treated."
Joseph is extremely passionate and knowledgeable about his profession. Joseph individually tailors each of his clients' financial plans to reduce their financial risk, save tax dollars, protect assets from long-term care costs and avoid probate.
Joseph has been married since July 1974 to his wife, Gail, his childhood sweetheart. They adopted their wonderful daughter, Angelica, at birth. Angelica is married to her husband, Michael, and has three loveable children, my grandchildren.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.