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Professional Financial Services for Families and Businesses

Helping You Achieve Health, Wealth, and Happiness

Financial clarity is hard to find—for you, your family, and your business

You are not alone. Many individuals and business owners face similar roadblocks.

✓ You don’t have a clear financial plan — or you're unsure if you're on the right track.

✓ Your insurance or benefits coverage feels expensive, limited, or both.

✓ You're too busy to manage your finances proactively or explore better options.

✓ You feel overwhelmed trying to piece together advice from multiple sources.

We Bring Clarity, Strategy, and Peace of mind

At Movative Financial Services, we simplify the complex. Whether you're planning for retirement, protecting your family, or managing employee benefits, we take a personalized, strategic, and sustainable approach to help you move forward with confidence. Our integrated financial solutions are designed to align with your goals, so you can stop second-guessing and start building with clarity.

Benefits of Working With Us

Experience

With 24 years of industry insight, we understand the financial challenges that individuals and businesses face. Our team brings proven strategies and a deep understanding of the financial landscape to every client relationship.

We’re committed to delivering clear, honest advice with the highest standards of service. You can expect timely communication, reliable follow-through, and solutions tailored to your specific goals.

Professionalism

We become your financial partner, not just a service provider. Whether you have a quick question or need in-depth advice, we're here when you need us. You’ll never feel left in the dark, because ongoing support and clarity are part of how we work.

Guidance

Movative Financial Services is a professional and honest company. They make my financial decisions look so easy. Great job, Mike, looking forward to our continuous work together.

- Salvatore

Very knowledgeable and patient. Will definitely be doing long-term business with Mike!!!

Jason

Dare to DREAM BIG with movative! Michael and his team are absolutely amazing, professional, and knowledgeable!! They'll take the time to truly understand your goals and give you personalized strategies. They've helped me achieve one of my long-time dreams!

Tiziana

Conseiller attentionné et à l’ecoute de mes besoins. Je suis entre bonnes mains. Je vous le conseille!

Michelle

I would recommend Movative to everyone. Michael Angiletta has an incredible talent for understanding and taking the time to walk in his clients' shoes so as to offer the best service. Amazing, amazing, amazing!

Joasil

Our Process

1. Book a fit call to see if we're a match

Let’s have a quick conversation to understand your goals, answer any initial questions, and see if we’re the right fit to support you.

2. Fill out a simple form

We’ll ask for a few key details about your financial situation so we can tailor our approach. Don’t worry, just do your best, and we'll fill out the rest.

Based on what you share, we’ll create a customized plan to help you move forward with clarity. Prefer a spoken walkthrough? We’re happy to provide that too.

3. Receive a
personalized plan

Let's Work Together

Are you ready to protect your health, wealth, and happiness with us by your side?

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