Our Story
At Skylight Financial Group, we believe that putting our clients at the center of everything we do is the key to achieving financial freedom. With over 200 financial professionals and $8.4 billion in assets serviced, we are one of the largest locally owned financial planning firms in Ohio. Our history can be traced back to the founding of Massachusetts Mutual Life Insurance Company (MassMutual) in 1886, and we are proud to be a general agency of MassMutual. Our comprehensive and personalized financial planning process is designed to determine where you are now, where you want to be in the future, and provide strategies on how you are going to get there.
Our Mission
Our mission is to provide innovative and tailored financial solutions to individuals, families, and business owners throughout Ohio. We strive to build long-term relationships with our clients and help them achieve their financial goals. Our team of experienced financial professionals is committed to collaboration, community, and connection, and we believe that our greatest asset is each other.
Our Services
At Skylight Financial Group, we offer a wide range of financial services to help you achieve your goals. Our services include:
- Comprehensive financial planning: We take the time to understand your financial situation, goals, and concerns, and develop a personalized financial plan tailored to your unique needs.
- Investment management: Our team of experienced investment professionals will work with you to develop an investment strategy that aligns with your financial goals.
- Retirement planning: We can help you develop a retirement plan that meets your needs and helps you achieve a secure financial future.
- Estate planning: We can help you create a comprehensive estate plan that ensures your wishes are respected and your loved ones are protected.
- Business management: Our team can help you develop a business plan that aligns with your goals and helps you achieve success.
Our Team
Our team of financial professionals is dedicated to providing top-tier service to our clients. With more than 200 financial professionals on our team, we have the right person for you. Our team includes professionals with a wide range of specialties, certifications, and passions, so you'll find someone who truly understands your unique needs.
Community Involvement
At Skylight Financial Group, we believe that giving back to our community is an important part of who we are. That's why we're committed to supporting local organizations and charities that make a positive impact on our community. We're proud to support organizations such as The Victory Center, a heartwarming organization that provides support to individuals and families in need.
Join Our Team
If you're looking for a challenging and exciting career, we want to hear from you. We're committed to collaboration, community, and connection, and we believe that our greatest asset is each other. Explore our career opportunities and learn more about what it's like to work at Skylight Financial Group.
Overall Experience
The reviewers have had an overwhelmingly positive experience with the financial advisors, praising their knowledge, responsiveness, and personalized approach.
Advisors' Expertise and Service
Angelo Carcioppolo is highly commended for his expertise and dedication to his clients. Reviewers appreciate his ability to understand their needs and recommend suitable products. Katy is also praised for her intelligence, listening skills, and hard work in matching products to clients' needs. Jeff is admired for his passion, knowledge, and genuine interest in achieving the best for his clients.
Standout Qualities
Follow-up and response time to questions are highlighted as exceptional. The advisors' ability to take time to figure out clients' needs and provide personalized recommendations is a significant strength.
Negatives
One reviewer had a disappointing experience with an unresponsive broker, resulting in losses.
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