Our Mission Statement And Philosophy
My greatest satisfaction is working with multiple generations of the same families and seeing their financial goals achieved.
Since beginning his career in the financial services industry, John Sassone has been committed to providing his clients with the highest quality of service and financial advice.
As a Certified Financial Planner (CFP®) John adheres to an investment philosophy that emphasizes strategic long term planning and discourages both short-term and speculative trading. Utilizing a consultative approach, he works to help his clients accumulate, grow, maintain and transfer their wealth. Whatever is important to his clients –their retirement needs, children’s educations, long term care and insurance concerns, estate planning and more—will influence the recommendations John makes to help his clients meet those goals.
In addition to his own expertise, he has access to the resources of the Firm’s specialists who possess significant experience in complex investment and financial planning tools and techniques. He is able to offer expertise in portfolio management, asset allocation, insurance, estate, and business succession planning, qualified and nonqualified retirement and pension plans and strategies for wealth transfer. His greatest satisfaction is working with multiple generations of the same families and seeing their financial goals achieved.
John and his team are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.