Our main goal is to serve you in helping you succeed – both now and in the future.
Established in 1987, Teoli & Associates has had one goal – to help customers and clients succeed in a safe, rewarding financially secure life – both now and in the future.
Vision is an aim to a destination. In this case, Anthony Teoli has 30 years of successful, personal one-on-one experience in the highest level of excellence in customer service, knowledge and experience, and a plethora of wealth and information to help you in every area of financial living.
We can only succeed if you succeed.
Helping families, individuals, businesses, and organizations is our top priority.
The financial well-being of families, individuals, businesses, and organizations is our goal in educating, equipping, guiding and coordinating strategies in order to both maintain a secure foundation for now and for the future monetary and financial needs that indubitably will come up.
Some amazing facts to consider…
- Only 32% of American families have a household budget, and only 30% have a long-term plan for savings and investments.
- 70% of Americans are living paycheck to paycheck.
- 24% of take-home pay is spent on non-mortgage debt, such as credit cards.
- 64% of Americans don’t have enough cash on hand to cover one mortgage payment or to purchase one month of groceries for their families.
- 55% of Americans have less than $25,000 in retirement savings — and 45% of these are over the age of 55.
“Pursuing your passion is fulfilling and leads to financial freedom.”
– Robert G. Allen Quote
Teoli & Associates is here to help make your financial goals and stability a reality.