If there had to be just one word to describe John Amatulli and his firm, it would be integrity, for that is the cornerstone of Amatulli and Associates, a financial services and insurance firm. They combine integrity with outstanding professionalism and commitment to guiding clients’ portfolios to the desired outcome, so no wonder the St. John, Ind., firm has a sterling reputation.
Amatulli, who is on the board of directors for the Indiana BBB, oversees along with other board members the practices of Indiana businesses. The BBB’s mission is to ensure Hoosier businesses are operating their businesses ethically and that they are trustworthy.
Clients know that when they work with Amatulli and Associates to maximize their investments, they are working with a firm that focuses on clients’ needs and vision for their future. John Amatulli and his firm make investment and insurance recommendations, especially for people who are retired or nearing retirement. At this important phase of clients’ money management, it’s good to know that decisions are made with the best information and advising available.
Safely investing
Just how satisfied clients are with decisions about investment and insurance is a great measure of success. In 2012 John Amatulli was recognized by Aviva Life Insurance Company as one of the top three financial advisors in the country related to customer satisfaction.
How does he do it? Amatulli says the keys are keeping in contact with his clients and also offering a “Safe Money” place for his clients’ retirement funds. His level of expertise makes him a sought-after presenter of “Retirement Planning Workshops” throughout Northwest Indiana and Chicagoland suburbs.
Always aware of the impact decisions have on their clients, Amatulli and Associates take a conservative stance with investing – particularly with clients approaching retirement.
“We feel your risk should come down as you get older,” says Amatulli. “A lot of people have lost a lot of money because they had their money at risk while retired.
“That’s not the way we operate. For safety, we deal in a lot of bonds and annuities.
As a board member of the Better Business Bureau, “We do a lot at the bureau to make sure people are treated fairly. Unfortunately, the number-one age group that gets scammed is seniors.
High priorities
Amatulli and Associates places a high priority on partnering with their clients through the decision-making process. Whatever phase of investment the client may be in, “We strive to provide investment and risk management consulting services to a diverse clientele of investors,” says John Amatulli. Those strategies help clients meet current and future opportunities, issues, and multiple life-stage needs. As decision partners with our clients, we work with them to construct the very best strategy for their life circumstances.”
Throughout the entire process for each client, “Trust and honesty are essential to us,” says Amatulli. “We do what we say we will do,” including
• Communicating with candor
• Being people who can be trusted
• Keeping confidentiality – that’s of the utmost importance to us.
• Appreciating the unique capabilities and contributions of each person.
• Fostering growth.
• Staying fully engaged with our families, friends, and community. That’s when we’re at our best.
John Amatulli notes, “We achieve far more as a team than as individuals. We do not tolerate those who put their own self-serving interests above those of our clients and colleagues.”
That’s because “We are passionately committed to service. Through our dedication to service, we create value for our clients and community.” Serving the wider community is a natural extension of meeting the needs of each individual client. It makes sense, then, that all clients have access to tools that will help them understand their personal situations – and be able to relate them to current tax, market, and life conditions.
“We are committed to the highest level of personal performance,” says Amatulli.
That’s integrity – that cornerstone of Amatulli and Associates.
“We are optimistic, confident, and driven by a sense of urgency and desire to excel on behalf of every client.”
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