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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...

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Latest Blog Posts

Types of Stock Market Analysis

Submitted by Constellation Financial Advisors on September 30th, 2019
Tags:
  • economic
  • Finance
  • finances
  • invest
  • Investing
  • investor
  • investors
  • market
  • markets
  • price
  • stocks
  • value

Retirement Wellness

Submitted by Constellation Financial Advisors on September 26th, 2019
Tags:
  • (SRR)
  • benefits
  • eldercare
  • health
  • healthy
  • Medicare
  • ML-RVW
  • retire
  • retiree
  • retirees
  • retiring
  • senior
  • senior care
  • seniors

Drone Attacks Disrupt Saudi Oil Output

Submitted by Constellation Financial Advisors on September 20th, 2019
Tags:
  • economic
  • economy
  • gas
  • gasoline
  • Iran
  • market
  • ML-TMP
  • oil
  • oil market
  • petroleum
  • Saudi Arabia
  • timely

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

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