Antonio Dicembrino has been a tremendous influence for me in the financial planning in my recent retirement. For example, out of the office environment yesterday at lunch, we found ourselves discussing topics like personality traits and past investment experiences. This discussion will further assist him in providing tailored input for my future. He has made a [...]
"You guys are great! I never had a financial advisor before. I mean, I have an accountant that does my taxes and I think he does financial stuff but he doesn't do any of this. I didn't know a company provided this kind of service." - Eleanor E.