Welcome To The Mello Agency
ABOUT US
At The Mello Agency, we have a rich history of empowering individuals and businesses to achieve financial success. Founded with a vision to provide expert financial guidance and unparalleled customer service, our journey has been one of commitment, integrity, and a passion for helping our clients thrive. With a team of experienced financial advisors who are dedicated to staying at the forefront of industry trends, we've built a reputation for tailored solutions, transparent practices, and unwavering support. Our story is one of trust, expertise, and a genuine desire to see our clients prosper. Join us in shaping a brighter financial future today.
We Provided the Best Services
TESTIMONIALS
An annuity is a financial product that provides a series of payments made at equal intervals. It is typically used as a retirement income tool.
Annuities can be a suitable option for retirement income, offering a guaranteed stream of payments. However, it depends on individual financial goals and circumstances.
Annuity payments are typically taxed as ordinary income. However, if the annuity was purchased with after-tax dollars, a portion of each payment may be considered a tax-free return of principal.
Long-term care (LTC) costs have the potential to significantly impact and even erode an individual's wealth. Long-term care services, which include assistance with activities of daily living and extended healthcare needs, can be expensive, and the costs can accumulate over an extended period.
We have life insurance strategies that facilitate the transfer of wealth from one generation to another. These policies are often used as part of estate planning to preserve and pass on assets while providing financial protection for beneficiaries. There are several types of life insurance policies that can be utilized for wealth transfer purposes.