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Understanding Today's Financial Environment

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, thus earning a reputation for excellence in our industry. 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.

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Prudent Investment Process

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

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Products & Services

Products & Services

We create strategies tailored to your goals.

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Our Team

Our Team

We enjoy building trusted relationships that span generations.

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Fiduciary Oath

Fiduciary Oath

Without any conflicts of interest we put your needs first.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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