Daniel C. Polizzotti, CFP®, ChFC, CLU, AIF®

Why should you choose us over other financial professionals?  Our team is dedicated to helping individuals and businesses build their financial futures.  Experience with a wide range of products and services has equipped us with an extensive variety of tools we use to create individually based financial plans for each of our clients.

Most importantly, we listen to our clients' needs and always recommend a specific plan for their financial goals and investment objectives. We get to know you to create a secure future together with you and your family.

Ask any client how they came to know us; the most common answer will be “a recommendation.” Our average client has trusted us with their future for over 10 years; maintaining a strong sense of community and long term relationships with our clients is crucial to us.
 
Please use the services on this site such as the calculators, newsletters and glossary to learn more about what we can do for you and your future.   We look forward to speaking with you on an individual level.