Geraldine Spinella

Financial advisor with broad experience in financial and retirement planning, insurance products, mutual funds, and diverse investment strategies.

My side trip to the non-profit world, which began as a community volunteer, gave me extensive experience in historic restoration, working with architects and contractors, and the infinitely different language of courting charitable benefactors for donations on one hand and investing large amounts of money for my banking clients on the other. It clearly delineated the distinct differences between the not for profit world and the for profit financial industry.

My goal is to retire satisfied that I have done the best for my clients over the years in keeping them on track in the worst of investment climates.

Specialties: retirement plans, insurance products, investment strategies

Osaic Wealth financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.