A retirement, wealth and legacy planning firm

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 objective approach to best serve our clients unique investment needs. One of the benefits of working with an independent firm 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 only the highest quality financial and insurance services. Our focus is on wealth protection and preservation strategies to create advantage when markets perform well and help preserve assets in a declining market.