We are a fee-only wealth management firm, in the Buffalo-Niagara and Western New York region, specializing in retirement coaching, financial planning and portfolio review.
Our company and its alliances are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients.
Di Giacomo Financial has serviced the financial planning needs of individuals, small businesses and professionals since 1991. We specialize in listening to our clients and perspective clients. We will ask you to describe your financial hopes, dreams and fears. We know from experience that this may be overwhelming, but with experience comes patience, patience to listen, to ask questions, then develop a personized plan to achieve what it is you expressly conveyed regarding your financial life. Give us a call.
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