The Di Bella Financial Group

Continuity, Expertise, Service You Can Trust

Since 1976, the Di Bella Financial Group has been successfully creating financial legacies for individuals and families in the Capital District.  The Di Bella Financial Group is a process driven, solution-oriented firm that considers integrity, professionalism and dedication to our clients to be the cornerstone of our business.  Working together with our clients, we assist them in bridging the gap between their current situation and their short and long term financial goals and desires.  By working closely with our clients other Advisers we are able to recommend complete and cohesive programs for each client. Our conservative philosophy and prudent management principles have enabled us to help our clients realize their financial objectives.  Our strategy of enhancing financial situations by using a full range of products & services allows us to provide our clients with the highest level of personal service while delivering the best value through the strength and resources of a national network. 

Our success is measured by the number of clients who consider us their most trusted Adviser*.
 
Client Profile Our clients are looking for tax efficient, custom financial plans* that meet their individual goals and provide protection of their income and assets. After completing our planning process, our clients are willing to take the necessary steps to implement the recommended solutions. Many of our clients have recently experienced a major financial life event, such as, retirement, change in employment status, loss of a spouse, sale of a business, received an inheritance or financial settlement.
 

Mission Statement Our mission is to guide individuals through a cohesive planning process. We work with clients to identify, define, and organize their financial goals and objectives. We develop customized strategies which allow our clients to accomplish their specific goals. We continue to work with our clients to adapt to the changes that occur throughout their lives with regular reviews of their plan.

 

 

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 CO, CT, FL, MA, NC, NJ, NY, VA, VT. 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 CA, 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, VT. 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, 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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