Pasquale Pisani is an investment fiduciary offering full-service investments and insurance across 3 categories:
1) Retirement Planning – Rollovers, 401K, IRA’s, and Roth IRA conversions.
2) Investments – Individual Stocks, Bonds, ETF’s & Mutual Funds
3) Annuities and Insurance products – Fixed or Variable Annuities; Life Insurance; Long-Term Care insurance
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, cost and diversification.