Pellecchia Financial Services is a completely independent firm, and therefore totally free of outside pressures and obligations that can be imposed by others.  This allows us to devote our attention to your goals and dreams, not someone’s else’s.  Because we are not limited by selling proprietary products, we are able to present our clients with a wide variety of unique investment solutions.  Listed below are several of the disciplines and services Pellecchia Financial Services offers as part of an overall financial plan.

  • Financial Planning (click to view demonstration)
  • Equity, Fixed Income and Alternative Investments
  • Real Estate Investments
  • Retirement Planning
  • College Savings/529 Plans
  • Estate Planning
  • Charitable Planning and Foundations
  • Life Insurance and Long-Term Care Insurance Planning
  • Asset Protection Planning
Pellecchia Financial is not engaged in rendering legal or tax advice. Individuals should consult with their own legal or tax advisor concerning their own specific situation.