As part of our on-going commitment to bring new resources to our clients, we would like to formally announce we have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips our Wealth Advisors to then build an investment portfolio to match your Risk Number and chart a […]
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Meet Joe Daly We would like to formally introduce Joseph Daly to those of you who have not yet had the pleasure of speaking with or meeting Joe. Joe is a Wealth Advisor at Biondo Investment Advisors, LLC and is responsible for cultivating new client relationships and an advisor to current clients. He applies his […]
READ MOREThe firm is currently seeking a full time Client Service Representative. This position provides a wide range of administrative, operational and client based services to support the company’s mission of creating and preserving wealth for clients. Specific Duties To Include: Client Services: Provide service support to clients regarding their accounts including: Answering statement questions Processing […]
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We often hear from clients and prospective clients, “How am I doing?” WealthMap lets us collaborate with you in real time, and take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals for yourself and your family. We are here to be your […]
READ MOREDo you have a “Trusted Contact” form on file with us? Should there be any questions or concerns about your health or welfare due to potential diminished capacity, financial exploitation or abuse, endangerment, and/or neglect, this form authorizes us and Fidelity to contact the designated trusted contact. To complete a form, please click the botton […]
READ MOREOur website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
