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Family

Family

Recreation

Recreation

Prosperity

Prosperity

Prepare for the road ahead

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