Bucci Financial Services is an independent financial advisory and accounting practice whose primary function is to help clients identify practical solutions to the complicated financial issues that we all face today. We take our ethics and fiduciary responsibilities very seriously, which is why we pride ourselves on holding some of the industry's highest credentials.
Whether an individual, family or small business, our goal is to put your best interests first and help you achieve financial success. For individuals and families, we pride ourselves on taking a lot of time getting to know you, and to understand your financial goals. We utilize a strategic process designed to help you plan, protect and grow your wealth in the most tax efficient way possible.
Whether an individual, family or small business, our goal is to put your best interests first and help you achieve financial success. For individuals and families, we pride ourselves on taking a lot of time getting to know you, and to understand your financial goals. We utilize a strategic process designed to help you plan, protect and grow your wealth in the most tax efficient way possible.
Services
Bob has established a client centered independent financial advisory practice, with continuity and a commitment to one-on-one service for his clients (continues.) Dawn has over 20 years of progressive audit, accounting and tax experience in private industry management as well as in both national and regional public accounting firms.
Bucci Financial Services is an independent financial planning practice. The word 'independent' means a great deal to its' principal, Bob Bucci, and is even more important to the many clients he serves. One big misconception is that you can only get the product or service you need from the large firms.
Bucci Financial Services realizes that each client is at a different stage in life. However, everyone should have a financial plan. All clients would benefit from the comprehensive planning process offered by Bucci Financial Services. The process begins with an initial meeting, followed by an information gathering session where ideas are shared and goals are formed.
Bucci Financial Services will spend an incredible amount of time, both initially and over the life of the relationship, getting to know you, your family, your business and the goals you are trying to achieve.
Depending on the service provided or product(s) implemented during the process, compensation is granted to Bucci Financial Services through either an assets under management (A.U.M.) fee which would be debited directly from your investment account, or via a commission paid by a product sponsor.Clients appreciate this type of process knowing they are not being "rushed" through a meeting or review, or worried about being "on the clock."
Depending on the service provided or product(s) implemented during the process, compensation is granted to Bucci Financial Services through either an assets under management (A.U.M.) fee which would be debited directly from your investment account, or via a commission paid by a product sponsor.Clients appreciate this type of process knowing they are not being "rushed" through a meeting or review, or worried about being "on the clock."
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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Giovanni Bucci
Jul 19, 2018
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