Our Services


Jesse Dogillo specializes in providing financial advisory services and counseling to private individuals and small business owners. He has over 30 years of experience -  A boutique firm, with local clients, he emphasizes personal service.


Business and Employee Benefit Planning:

  • Arranging pension and 401(k) plans
  • Developing non-qualified executive deferred compensation plans
  • Providing group life, disability, and health plans
  • Assisting with buy-sell agreements and succession plans
  • Risk management and insurance
  • Key person life insurance

 

 

 

 

Personal Financial Planning:

  • Analyze your financial picture
  • Provide guidance in developing financial goals
  • Develop, implement, and regularly review plans for achieving those goals
  • Income Tax Planning
  • Investments and Money Management
  • Retirement Planning
  • Risk management and insurance
  • Real Estate & Financing Services

 

Estate Planning:

  • Protecting your family’s future
  • Conserving estate assets
  • Using trusts effectively
  • Minimizing estate taxes

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck