" Art is how someone expresses themselves, I believe finances are an art, and together we can sculpt a masterpiece. "
Anne Limongelli joined our firm and quickly made her way to the top. With a personality that makes you never want to leave, Anne displays wonderful character and professionalism. Her specialties include: Budgeting, Business Planning, Sales, Business Development, and Strategic Planning.
Located in Palm Beach Gardens, Anne enjoys the arts and entertainment world, relaxing on the beach, and traveling the country making memories with her family. Receiving her bachelors in Finance and Insurance from St. John's University, Anne's clients can feel confident knowing they are protecting and providing for what they care about most.
- Execution on all areas of retirement life (ie: social security, cash flow management, legacy & estate planning)
- Comprehensive strategies tailored for your specific needs and objectives
- Ongoing mentoring and steps to achieve your hopes, dreams and goals
- Access to a distinguished team of professionals, such as attorneys and CPA's through our Business Resource Center.
Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian. AR Insurance License #3289617, CA Insurance License #0M03263