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The Di Bella Financial Group

BUILDING A PERSONAL RELATIONSHIP THROUGH TRUST AND KNOWLEDGE

We serve as a trusted resource to help our clients make confident, well-informed decisions for their financial future. We are committed to giving our clients the individual attention they deserve and to help them meet their financial goals.

We provide estate, business and tax planning to affluent families and business owners. We help clients determine their objectives for business and estate planning and then work with them and their advisors to take action to complete the plan. We are the catalyst in the planning process.

We are committed to developing strong, long-term relationships with clients, their families, businesses and advisors, striving to exceed the clients’ expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to work with our firm.

OUR CLIENTS SHARE THE FOLLOWING CHARACTERISTICS...

FAMILY

  • Has recently experienced or is anticipating a significant financial life change
  • Strong family commitment and values
  • A high level of integrity
  • Respect long-term relationships
  • Prioritize family legacy and harmony among members
  • A vision of the future for business and personal life

COMMUNITY

  • Is committed to helping the community through charity or civic organizations
  • Is well respected by the community

PLANNING

  • Is an affluent individual or family who wants to complete or update an integrated financial and estate plan and/or strategic giving plan
  • Respects and utilizes advisors and is open to new ideas
  • Is willing to take the time to plan and is honest about their feelings and concerns
  • Is able to make important decisions effecting family and estate planning

Joseph F. Di Bella and Joseph L. Di Bella are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of  CT, FL, MA, NC, NJ, NY, VA. No insurance business may be conducted outside these states referenced.

Joseph F. Di Bella and Joseph L. Di Bella are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency, 26 Century Hill Drive Suite 301, Latham, NY 12110,  (518) 220-4200. In this regard, this communication is strictly intended for individuals residing in the states of CT, MA, NC, NJ, & NY. No offers may be made or accepted from any resident outside the specific states referenced.                                                                

Joseph L. Di Bella and Joseph F. Di Bella are also separately registered as investment adviser representatives, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CT, FL, NC, NJ, NY, As such, financial planning services are strictly intended for individuals residing in  these states.

Joseph F. Di Bella & Joseph L. Di Bella are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Neither The Di Bella Financial Group, LLC its employees nor NYLIFE Securities LLC or its affiliates render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation before determining any course of action.
 
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