29 Bancroft Mills Road, Suite 200,
Wilmington, DE 19806
Phone: 302.836.8490 Fax: 302.543.5389
Schedule a complimentary financial planning or tax preparation meeting below.
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Alvini and Associates, P.A.
Founded in January of 2006, Alvini and Associates, P.A. continues to excel in providing financial planning services, specifically retirement planning, income tax planning, estate planning, investment planning*, and financial plan development*. Our professional staff and advanced technology has allowed us to stay committed to our mission and conduct business in multiple states, primarily DE, PA, NJ and MD.
Michael J. Alvini is a registered representative with the following registrations Series 7 and 66, and can transact business with clients in Delaware, Arizona, Maryland, New Jersey, Nevada, Florida, New York, Virginia, and Pennsylvania. Michael J. Alvini is also an investment adviser agent licensed in Delaware, Arizona, Maryland, New Jersey, Nevada, Florida, New York, Virginia, and Pennsylvania. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Check the background of your financial professional on FINRA's BrokerCheck. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Alvini & Associates, P.A.