We provide retirement, wealth and legacy planning services

Desimone Financial & Insurance Services, Inc is an independently owned financial and insurance services firm with more than two decades of experience in delivering personalized service to clients. Our independence allows us to offer a transparent and comprehensive approach to appropriately serve our clients' unique investment needs. One of the benefits of working with a team providing independent financial services is that we have no obligation to sell proprietary products or services. As a result, we can be openly selective in offering only those investment products and services that we believe are in your best interests. We will guide you to your goals by offering a quality financial and insurance services. Our focus is on wealth preservation strategies to create advantage when markets perform well and help preserve assets in a declining market.