Services Provided

Financial planning at Diccianni Financial starts with a comprehensive review of your current financial status, future goals, and risk-taking capacity. Whatever your situation, together we explore your ideas about money, clarify your current and retirement goals, and create a respective financial plan that is customized to your needs.

As a full-service financial planning, investment and advisory company, the Diccianni Financial Group team prides itself in effectively managing your entire estate including tax, legal, and financial aspects.  Some of our specialties include:

Contact us today for a complimentary consultation.

 

"If you were to consult the best financial advisors on how to plan for your future, they wouldn't start by educating you about market trends or mortality. They wouldn't try to explain the pros and cons of mutual funds, insurance or any other financial vehicles. And, they certainly wouldn't bore you with their resumes. Instead they'd focus on what's important to you. They'd focus on your values."

--Bill Bachrach, "Values Based Financial Planning"

Securities offered through Leigh Baldwin & Co., LLC, Member: FINRA /SIPC 
Accounts carried by National Financial Services, LLC, Member: NYSE

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