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Taxes

Caligiuri Financial

Michael R. Caligiuri, CFP®

mike@caligiurifinancial.com

565 Metro Place South
Suite 300
Dublin, OH 43017

(614) 407-4746

 

Form CRS

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Privacy Policy

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Check the background of your financial professional on FINRA's BrokerCheck.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Caligiuri Financial are separate entities. Caligiuri Financial operates as a DBA branch of Stratos Wealth Partners, Ltd. 

 

Neither Stratos nor Caligiuri Financial provides legal or tax advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

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*On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23 on the list for the year 2025. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

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Caligiuri Financial, LLC is not a licensed insurance agency and is independent of and a separate entity from Caligiuri Insurance, LLC. Insurance products offered through Caligiuri Insurance LLC, a wholly owned subsidiary of Caligiuri Financial, LLC. Implementation of insurance strategies is separate from investment advisory services, and clients are under no obligation to purchase insurance through Caligiuri Insurance. Referral fees may be received for property & casualty insurance referrals; clients are under no obligation to use any recommended provider.

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