We take your financial well-being seriously and help you focus on making sound financial decisions. Whether you want to accumulate wealth or turn your wealth into a steady income stream, we will assist you in achieving your goals.
The bottom line: Our goal is to help you prepare for the future and protect the wealth you have earned. Your bottom line is the one that is the most important to us. And that is very personal.
Learn MoreSound Advice Financial does business differently. We do business personally. As investment advisor representatives, we take our statutory fiduciary duty seriously. We take the time to develop a financial strategy for you that addresses your needs, your concerns and your vision of your future. We help you plan well so you can live well.
Financial planning that helps you simplify your financial reality and realize your financial goals.
Learn MoreWe make recommendations that help you achieve and maximize your investment and financial goals.
Learn MoreWe help determine the value of your financial assets and work with your attorney to help provide instructions for the transfer of your estate.
Learn MoreWith close to four decades of financial markets and financial planning experience, Louis Mucci has a well-rounded financial background.
Chartered Retirement Planning Counselor (SM)
Accredited Portfolio Management Advisor (SM)
With close to four decades of financial markets and financial planning experience, Louis Mucci has a well-rounded financial background. Having witnessed the birth of many common financial products, Lou has a deep understanding of their risks and where to look for hidden costs that erode an investors’ return. Lou puts this knowledge to work for you, protecting you from hidden fees and financial predators on Wall Street and elsewhere.
“The thing I like the most about my job is working with people. I like the fact I can put clients at ease and put into perspective what’s going on in the world and what that means to their financial life.”
A Graduate of Yale University, Lou is a financial investment planning counselor. He is a Certified Retirement Planning Counselor (CRPC) and an Accredited Portfolio Management Advisor (APMA) - accreditations which must be renewed every two years. In addition, he holds a Series 7 Broker Dealer License and Series 63 and 65 Investment Advisor licenses.
Choosing a financial advisor to assist with your financial planning is an important job. Investing is very personal so you need to feel comfortable with your financial advisor. To make sure you make an informed decision, interview a prospective advisor like you were hiring them for a job, because you are!
Let’s the start the conversation! Fill out the form and we will get back to you within one business day.
