The advisors at Picone Financial Partners have the client–and only the client–in mind. Our mission has always been to provide our clients with independent, objective and unbiased investment advice and financial planning creating a long term relationship that can last a lifetime.
Our work is guided by our five core values:
- Credibility — unbiased and knowledgeable advice
- Reliability — consistent service and advice to meet your expectations
- Client Intimacy — advice and insights in your life decisions are held in strict confidence
- Client Focus — our direct actions reflect your personal needs and agenda
- Independence — our recommendations are unencumbered by third party influences. We work for you!
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. That is why we have been able to serve our clients for over 36 years
