Frank Savelli

With over 40 years of experience in the financial industry, Frank is a seasoned professional specializing in crafting customized retirement plans. His approach blends meticulous analysis, collaborative teamwork, and a steadfast commitment to understanding and prioritizing the unique needs of each client. By leveraging his extensive expertise, Frank helps clients navigate the complexities of retirement planning with confidence and clarity.

He is dedicated to building long-term relationships and helping to ensure the financial security of families and individuals by providing confidence in their investment decisions.

Supported by a skilled team of administrative and investment professionals, he collaborates with clients from diverse backgrounds—spanning generations from the Greatest Generation to Millennials—to develop tailored financial strategies.

These strategies begin with a thorough discussion of each client’s unique hopes, concerns, and aspirations, creating plans that address their current needs while adapting to their evolving life goals.

With over 40 years of ethical service, he approaches every relationship with a profound sense of responsibility, committed to safeguarding the financial futures of his clients and their families.

Specialties

Individual Financial Planning

Secure your future, one step at a time with personalized financial planning

Executive Compensation

Attract, retain, and reward top talent with strategic executive compensation

Estate Planning Strategies

Protect your legacy and secure your family's future with comprehensive estate planning strategies

Retirement/Pension Plans

Retire in comfort with a pension plan that may help secure your future

Life Insurance

Protecting your loved ones' future, even when you're not there

Investments & Equities

Unlock the potential of your money with smart investments and equities management

Strategic Financial Planning

Chart your financial course with precision and confidence through strategic planning

Frank Savelli is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.