Aquino Financial Group, LLC

Aquino Financial Group, LLC

5.0
4 employees
25 years in business

About this pro

dentify. Plan. Communicate. Focus.

Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.

  • Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service.
  • YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox”
  • You will be able to make informed decisions with confidence with our financial education resources.
  • Your financial goals and dreams will be defined, and a path toward achieving them will be created.
  • You will have a trusted advisor and we will support you long-term, with a relationship based on financial leadership.

Steve’s firsthand experience as a family man, a business owner, and being active in his community, provides him with appreciation for proactive financial planning. For over two decades, Steve has shared his extensive knowledge and expertise in the areas of comprehensive financial planning, business planning and wealth management with his clients for both individual families and businesses. Steve is a Registered Financial Consultant (RFC)®, Certified Senior Advisor (CSA)®, and an Investment Advisor Representative. 

A resident of Carroll County, Steve is a graduate of McDaniel College. He was elected to two terms as the Maryland State President of the National Association of Insurance and Financial Advisors (NAIFA-MD) by his peers in his profession, is past Chairman of the Board for the Carroll County Chamber of Commerce and involved with many other boards/ organizations in the community. 

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Credentials

Westminster, MD 21157
Email verified

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FAQs


What is your typical process for working with a new customer?

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Aquino Financial Group, LLC aims to provide a continued education that will strengthen our working relationship.

We listen; we educate; and we lead you to customized solutions.We work with Individuals planning for retirement that are seeking to:

  • Clarify their retirement goals
  • Simplify their financial life
  • Create an investment portfolio best suited for the retirement of their dreams
  • Find peace of mind
  • Organize their financial affairs
  • Coordinate their investment accounts

What education and/or training do you have that relates to your work?

Recognition/Achievements: 2002 LFA-Baltimore Planner of the Year, 2005 National Association of Insurance and Financial Advisors Carroll/Howard (NAIFA) Member/Advisor Award, Governor’s Volunteer Service Award 2008-2009, NAIFA Award of Excellence 2009, Carroll County Chamber of Commerce Small Business Award 2009, NAIFA-Carroll/Howard-Member of the Year 2010, Cannons Semi Pro Football Team Captain, Semi Pro Football All American, Voted Carroll County’s Best, Million Dollar Round Table, NAIFA-MD- Paul J. Murphy Award 2014, NAIFA-MD Hall of Fame Induction 2014, Baltimore Magazine; Five Star Wealth Manager Award (2016, 2017, 2018, 2019, 2020)

 

Education: McDaniel College (formerly Western Maryland College), Westminster, Maryland Bachelor Degree, 1996, The American College, 2007, CFP & ChFC Certification Curriculum, NAIFA-Life in Leadership Institute 2008. Leadership Carroll 2010-11 Carroll Community College/Carroll County Chamber of Commerce

Licenses/ Registrations: FINRA Series 7 (General Securities Representative), FINRA Series 66 (Registered Investment Advisor), Maryland Insurance Administration Life and Health Agent, Certified Senior Advisor(CSA)® , Registered Financial Consultant (RFC)® , Notary License for the State of Maryland

 

 

Professional Organizations:1. NAIFA-Carroll/Howard, (National Association of Insurance and Financial Advisors) (Board 2005-present, President 2007-2009) 2. NAIFA- Maryland (Secretary/Treasurer 2009, Gov. Relations Chair 2010, State President (2012 &2013), International Association of Registered Financial Advisors (2007-Present), Society of Certified Senior Advisors (2006-Present)  


Services offered