Experience
Has worked closely with individuals and corporate clients since 2005 focusing on all aspects of financial planning.
Partnership
Takes the time to learn about your full financial situation and life goals to develop a meaningful and accurate strategy.
Clarity
Comprehensive approach to financial planning, beginning by ensuring that all building blocks are in place for a strong financial foundation.
Trust
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our mission is to create your path to financial independence
Vita Advisors was started with the idea that everyone needs and deserves financial advice regardless of their economic status. That is why we do not impose investment minimums in order to work with us.
Comprehensive financial services for individuals and business owners:
- Retirement savings and distribution planning
- Education funding and analysis
- Insurance needs analysis
- Business owner planning and consultation
- ... and more!
Marc J. Servodio / CFP®, AIF®
Founder / Financial Advisor
phone / 330.223.3654
fax / 330.294.1799
marc@vitaadvisors.com
About Marc
Marc is an advocate of financial education; he makes every meeting a learning experience for clients. He takes a comprehensive approach to financial planning, beginning by ensuring that all building blocks are in place for a strong financial foundation to ensure clients are on the path to a Life of Financial Freedom.