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Musuneggi Financial Group, LLC (The)

Company Profile

The Musuneggi Financial Group is an independent, wealth management firm headquartered in Southpointe. For over forty years we have helped individuals, families and businesses identify and realize their financial goals.

Independence means we are free to customize your plan using products and solutions that are the right fit for your situation. Family shapes our whole philosophy: Our clients and their families are our business, and our business is to treat them like family. After all, financial decisions are woven into the fabric of daily life.

We are here to help with it all, from budgeting basics to milestone moments. And because we know everyone has to start somewhere, if you are just starting out or starting over we have services designed just for you.

 

Services

Investments
  • Managed Portfolios
  • Annuities
  • Bonds & Stock
  • Brokerage Accounts
  • Alternative Investments
  • Lending Tools
Financial Planning
  • Goal Planning
  • Retirement Planning
  • Dream Vacations
  • Bucket Lists
  • College Planning
  • Charitable Giving
  • Major Purchases
  • Starting Out/Starting Over
  • Social Security Planning
  • Tax Planning
  • Wealth Management
  • Business Exit Planning
  • Estate Planning
  • Land & Legacy Planning
Insurance
  • Life Insurance
  • Long Term Care
  • Income Protection
  • Business Insurance
Retirement Plans
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) and Solo(k)
  • Pension Plans
  • Profit Sharing Plans
  • Non Qualified Deferred Compensation
Goal Planning
  • Retirement Planning
  • Dream Vacations
  • Bucket Lists
  • College Planning
  • Charitable Giving
  • Major Purchases
  • Starting Out/Starting Over
Trusts
  • Dynasty Trusts
  • Special Situations
  • Asset Protection
  • Charitable Trusts
  • Life Insurance Trusts
Tax
  • Smart Tax Planning
  • Stress-Free Filing for Individuals and Businesses
  • Life & Legacy
  • Year-Round Advice

Our Team

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC
Chairman & CEO
Christopher Musuneggi, CPFA®, CFS, RFC
President
Christine Pikutis-Musuneggi , CPFA®, AIF®,CEPA®,CRPC®, CLTC, LACP
Wealth Management Advisor
Rodney Deloe, CPA, CEPA®
President MFG Tax Services
Ean Livingood
Financial Advisor
Heather Robson
Director of Operations and Brand Experience
Aiden Sarsfield, FPQP®, CPFA®
Client Service Associate
Kerri Sarsfield, FPQP®
Senior Client Service Associate
Danielle Rothburn
Client Service Associate
Sammie Kosslow
Client Services Assistant
Trinity Barnes
Client Service Associate

Musuneggi Financial Group, LLC (The)

Hours

Monday
8:30 am - 5:00 pm
Tuesday
8:30 am - 5:00 pm
Wednesday
8:30 am - 5:00 pm
Thursday
8:30 am - 5:00 pm
Friday
8:00 am - 4:00 pm
Saturday
Closed
Sunday
Closed

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