Pasquale Pisani, Financial Advisor offers Offering full-service investments and insurance across 4 categories:
1) Retirement Planning – Rollovers, 401K, IRA’s, and Roth IRA conversions.
2) Investments – Individual Stocks, Bonds, ETF’s, Mutual Funds, & College Savings Plans (529)
3) Annuities and Insurance products – Fixed or Variable Annuities; Life Insurance; Long-Term Care insurance
4) Estate Planning: Estate considerations and Trust services
Our Core Principles: We deliver highly personalized financial solutions while making sense of investing. We are focused on one client, the long-term individual investor. We believe relationships are key, and meeting face to face builds strong relationships We are committed to a long-term investment philosophy that emphasizes quality and diversification.