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