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DiFederico Financial, LLC provides comprehensive financial planning services, and strives to establish a long-term partnership with all of our clients.
Our years of experience has taught us that it’s essential for everyone to be clear on what to expect if we are to develop and nurture a successful working relationship—one where we can help you achieve your financial and lifestyle goals.
You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.
Having a solid partnership is crucial in the pursuit of effective financial planning. To this end, we both need to make your financial strategies a priority.
Contact us today so we can discuss your tomorrow.
860-967-0298
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient; any review, copying, distribution or use of this transmission is strictly prohibited. .See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here. LFS-6844289-073024
