Sarvey G. Canella

Financial Advisor

CFP®

Facebook LinkedIn X (Twitter)Website YouTube Canella Financial Group

Canella Financial Group1150 Thorn Run Rd, Ste 102, Moon Township, PA 15108-3102

Broker Affiliation: OSAIC Wealth

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Retirees or Seniors

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Pre-Retiree

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Major Milestones I Specialize In

Early Retirement or Financial Independence

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Retirement Planning

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Widowhood

Our mission is to partner with our clients to help them prudently move toward their dreams, goals, and aspirations. Our goal is to establish a long term relationship based on trust and experienced advice. Our vision is that each of our clients enjoys a genuinely happy life that is free from financial concerns. We believe that every client deserves to experience the benefits of comprehensive, client-centered, financial consulting. We understand that each client’s situation is unique. Our role is to provide wisdom, experience, and resources to help our clients make well-informed educated financial and life decisions. By creating a long term relationship, we are able to help you identify your goals and objectives to help you discover the life that you have been working hard to attain. Our clients, while all unique, have one thing in common; they want unbiased financial information from an experienced professional. Our clients know that Canella Financial Group will always work in their best interest, striving to protect and preserve their wealth and enhance the quality of life they have worked hard to achieve.

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Our Approach When you start working with Canella Financial Group, you enter into a dynamic relationship and process. We begin by clarifying what is important to you, both today and in the future. We first help you discover your unique values, strengths, goals and dreams; and then seek to understand every part of your financial life. Next we strive to understand what your desires and expectations are concerning partnering with a trusted financial consultant. Our goal is to combine our knowledge, experience, and wisdom, with an understanding of your unique situation. This empowers us to create a feeling of financial security that enhances every moment of your life. Through the comprehensive financial analysis process we help you identify and prioritize your dreams and goals, gather financial data, analyze your current financial situation, make specific recommendations to help move you toward your goals, help you implement the recommendations, and periodically review your progress. Since changes in your situation will undoubtedly arise, Canella Financial Group, will be there to help you make any necessary adjustments to help you get back on track or to chart a new course. Throughout each step of the process we move logically forward one step at a time; making sure you understand our recommendations and the reasons behind them. Only when you are comfortable will we take the next step towards implementing additional recommendations. We understand that both logical and emotional concerns are part of every financial decision we strive to provide support and clarity on both levels. Along the way we coordinate our experience and resources with other key professionals who you have worked with in the past (or we can recommend you to other competent professionals). We will serve as your Chief Financial Officer to develop synergistic solutions by working with other professionals as a team.

Disclosures

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Sarvey G Canella, Representative. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Canella Financial Group, Inc is independent of Osaic Wealth. For full disclosures see www.canellafinancialgroup.com

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure