ABOUT
PESCE FINANCIAL
Pesce Financial was founded on the principles of building relationships with our clients by providing superior service and education for all. Listening to the concerns of our clients, we can then build product solutions to help provide enhanced comfort for loved ones or business partners.
Our goals are clear — protect your assets and help your financial future. We protect your assets through insurance products such as life insurance, disability, long-term care insurance, annuities, homeowners, personal umbrella policies and auto insurance. We seek to help your financial future by working with you by evaluating your financial needs and goals. We then set forth a strategy to carry out your goals, whether it is college funding, investments or retirement. Maintaining and re-evaluating the strategy as time goes on, it’s all part of the service we provide. We want to be with you through your life’s journey.
We want to help ensure that all of your financial (and insurance) goals are realized within our agency — for your lifetime. We have created an agency plan to raise up the next generation of our future agency leaders. Empowering and encouraging our younger team members through professional development opportunities and continuous new challenges, help to prepare our agency for the future. We utilize the talents of our current agency leaders to train and aid in the development of the future agency leaders. You have a lot to protect. Whether it is your family, your home, your car or other assets, Pesce Financial will be there when it matters most.
OUR
SPECIALTIES
INVESTMENTS
Including: Annuities, Individual Retirement Accounts and Managed Money Accounts
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BUSINESS PLANNING
PROPERTY & CASUALTY
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Including: Auto, Home, Renters, Condo/Co-Op, Flood, Umbrella, Motorcycle and Boat
*Availability varies by carrier and state.
LIFE INSURANCE
BUSINESS LIFE INSURANCE
RETIREMENT STRATEGIES
INDIVIDUAL INVESTMENTS
ESTATE PLANNING STRATEGIES
LONG TERM CARE INSURANCE
GROUP BENEFITS: HEALTH, DENTAL AND VISION INSURANCE
DISABILITY INCOME PROTECTION
COLLEGE FUNDING STRATEGIES
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MEET
OUR TEAM
MEET JIM & TANYA
MEET LORI, CHRISTINA & JANELLE
MEET JAVIER & JOHN
MEET ANTHONY, TONY & CHRISTINE
My goal is to help my clients grow and protect their assets by listening and learning about their needs, while providing options to reach their goals.