The Cricket Company
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For over fifty years, Antolino & Associates and its investment company AA Financial Advisors LLC has provided its clients with quality customer service. While we offer comprehensive financial planning through our patented process, The UltraVision System®, we recognized that not every client requires or desires that level of service.
From this discovery, The Cricket Company was born. Operating under AA Financial Advisors, The Cricket Company provides customized investing through intelligent technology. We have aligned with Charles Schwab’s Intelligent Portfolio program and American Funds to offer a suite of carefully constructed portfolios designed to meet your investment goals. The Cricket Company platform provides tax efficiency (when applicable), broader allocation, regular rebalancing, and easy online access to your portfolio.
While we rely heavily on technology, we also offer a personal touch, as our dedicated staff will be here to help you throughout the process. We do not measure our success on the amount of money we manage, we measure it on the relationship we build with you.
What We Offer
Year in and year out markets have gone up and down. Our value is not in the uncertainty of a “beat-the-market” approach. We help you create sustainable long term value through:
· Behavioral Coaching
· Wealth Management
· Portfolio Construction (ABC’s & Asset Allocation)
· Transfer efficiency
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Rebalancing assets can have tax consequences. If you sell assets in a taxable account, you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.
Kestra Investment Services, LLC does not provide tax or legal advice.