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Investing during COVID-19 (click here for the latest)

Constellation Financial Advisors

Finances That Work

We serve our clients during the financial planning process with deep and meaningful relationships that last for generations.

Inquire with us today and see how we can help you.

Constellation Financial Advisors

Financial Freedom

We serve our clients during the financial planning process with deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you save fast.

Constellation Financial Advisors

Working Together

We serve our clients during the financial planning process with deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you save fast.

 

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Our Services

 

Overview

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

Servando A. Llanio

President - Constellation Financial Branch Manager - LPL

Servando “Sam” Llanio is the President and Founder of Constellation Financial Advisors. His work as a Financial Advisor spans a full...

Cindy Cowman

Registered Sales Assistant

Cindy is the Client Relations Manager at Constellation Financial Advisors. She began her career in the investment industry in 1978 while working...

Michelle Soldano

Operations Manager

Michelle is the Operations Manager at Constellation Financial Advisors. She graduated from University of California, Riverside, with a degree in...

Looking to learn more?

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Latest Blog Posts

“Backdoor” Roth IRAs

Submitted by Constellation Financial Advisors on June 1st, 2020

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Tags:
  • retirement
  • roth ira
  • Tax benefits
  • tax savings
  • Read more

Tax-Loss Harvesting

Submitted by Constellation Financial Advisors on May 27th, 2020

ludovic-migneault-B9YbNbaemMI-unsplash.jpg

Tags:
  • IRAs
  • planning for retirement
  • roth ira
  • tax advantage
  • Read more

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Constellation Financial Advisors on May 26th, 2020

national-cancer-institute-gO-iULv-qbU-unsplash.jpg

 

Tags:
  • estate planning
  • health
  • Life insurance
  • Read more

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Contact info

  •   8601 LaSalle Rd. Ste. 202, Towson, Maryland 21286
  •   (410) 321-8808
  •   msoldano@constellationfa.com

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, DC, DE, FL, GA, MA, MD, NC, NJ,  NV, OR, PA, SC, TX, VA, and WA. 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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