David D'Agostino

David D'Agostino Email and Phone Number

Managing Partner and Wealth Manager @ Infinity Financial Group
Tavares, FL, US
David D'Agostino's Location
Tavares, Florida, United States, United States
David D'Agostino's Contact Details

David D'Agostino personal email

About David D'Agostino

Investment and Insurance Professional since 1994. Specializing in Fee-Based Wealth Management and Financial Planning for Retirees and Business Owners as well as Group and Individual Health, Life and Long Term Care Insurance. We offer free consultations. Securities and Advisory Services offered through Cetera Advisors, LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.

David D'Agostino's Current Company Details
Infinity Financial Group

Infinity Financial Group

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Managing Partner and Wealth Manager
Tavares, FL, US
Website:
tavareschamber.com
Employees:
2
David D'Agostino Work Experience Details
  • Infinity Financial Group
    Managing Partner And Wealth Manager
    Infinity Financial Group
    Tavares, Fl, Us
  • Tavares Chamber Of Commerce
    Board Chair
    Tavares Chamber Of Commerce Jan 2022 - Present
    Tavares, Florida, United States
    View
  • Infinity Financial Group
    Managing Partner/Wealth Manager
    Infinity Financial Group Jan 2004 - Present
    Tavares, Florida, United States
    We are a boutique tax and financial planning firm offering fee based, customized, institutional level wealth management for retirees and business owners. We also handle employee benefits such as 401(k) plans and group health, life and disability insurance. Our firm also represents several of the more popular Medicare Supplement and Advantage plans for our Senior clients.
  • Professional Power Partners Networking Group
    Member
    Professional Power Partners Networking Group 2008 - 2012
  • Group Coverage Inc
    Vp Of Sales
    Group Coverage Inc 2002 - 2004
  • Island Business Affiliates
    Past President And Board Member
    Island Business Affiliates 1995 - 2003
  • Prudential
    Investment And Insurance Advisor
    Prudential 1994 - 1999
    Financial Advisor/Insurance Agent
    View
  • Chase Manhattan Bank
    Various Positions
    Chase Manhattan Bank 1986 - 1994
    View

David D'Agostino Skills

Strategic Financial Planning Wealth Management Investments Small Business Employee Benefits Retirement Financial Analysis Portfolio Management Disability Insurance Long Term Care Insurance Health Insurance Finance Tax Networking Insurance Mutual Funds Asset Management Retirement Planning 401k Asset Allocation Estate Planning Financial Planning Fixed Annuities Series 7 Iras

Frequently Asked Questions about David D'Agostino

What company does David D'Agostino work for?

David D'Agostino works for Infinity Financial Group

What is David D'Agostino's role at the current company?

David D'Agostino's current role is Managing Partner and Wealth Manager.

What is David D'Agostino's email address?

David D'Agostino's email address is da****@****hoo.com

What skills is David D'Agostino known for?

David D'Agostino has skills like Strategic Financial Planning, Wealth Management, Investments, Small Business, Employee Benefits, Retirement, Financial Analysis, Portfolio Management, Disability Insurance, Long Term Care Insurance, Health Insurance, Finance.

Who are David D'Agostino's colleagues?

David D'Agostino's colleagues are Stephanie Hayes, Scott Berry.

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