Understanding Today's Financial Environment
Mario A. Giovannucci ChFC®, CLU was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our company is dedicated to providing both investments & insurance products that provide quality protection with value pricing for business owners and individuals nearing retirement. We wish to establish a successful partnership with our clients and the companies, that respect the interests and goals of each party.
Success can be measured by our clients' belief in our ability to meet or exceed their expectations of experience, service, and competitive pricing.
Prudent Investment Process
From the beginning, the portfolio management team will want to listen to what your goals and dreams are. Clarifying and understanding your current needs as well as long term needs. Together we will develop a strategy to accomplish your personal financial goals and aspirations. From retirement planning , to wealth transfer, to business continuation planning we can provide you with the products and services needed. Our ultimate goal is to provide you the client with dignity and independence you deserve
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.