It is a feeling of immense well-being, control and freedom that lives in us when we control our finances.

— RAFFAELE NARDI, BBA, F.PI., Mortgage Broker, President of Wealth Management R. Nardi Inc.

Let's work together to achieve your financial goals. Make an appointment with a financial planner to discuss your goals.


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Wealth Management Planning




Welcome

It's a pleasure to have you here today.

My name is Raffaele Nardi. I am a financial planner and I have been a member of the IQPF since 2004. I worked in the banking sector for twelve years, after which I joined the Investia family in 2013 with the aim of advising my clients independently.


My strength lies in my ability to take all the time necessary to present you with all your options to ensure that you make wise and informed financial decisions.

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My Services

"Today be grateful and think how rich you are. Your family is priceless, your time is precious, and your health is wealth.

- Zig Ziglar

Swan Process

Sleep well at night.

PHASE 1

Cash flow management

Phase 2

Financial planning

Phase 3

Maintain your independence

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Consultations Available

We know it can be difficult to find the right financial planner. That's why we offer all new clients no-obligation, no-fee consultations to discuss their needs.

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As a long time client of Raffaele, I have found him to be always honest, professional and very knowledgeable in his profession. He has helped me secure and grow my retirement funds for which I am very thankful. 

-Mario

Discover all the ways a financial planner can help you.

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