Investments

 

 

Working to Understand Your Investment Needs...   

Financial Strategies for Every Stage of Life

Providing Sound, Unbiased Financial Advice

Relationship-Based Service

  • Mutual Funds
  • Retirement Plans
  • Rollovers
  • College Savings Plans
  • Pensions, 401k's and 403b's
  • Certificates of Deposit
  • Money Market Accounts
  • Annuities
  • Stocks
  • Bonds

Today, managing investments has become not only time consuming, but also complicated.  I will work with you to understand your goals and needs and I am dedicated to making your money work for you without taking unnecessary risks.

Robert A. DiCola, CLU, ChFC  Chartered Financial Consultant

Registered Representative Offering Securities through SagePoint Financial, Inc.  Member FINRA and SIPC. A registered broker-dealer.   

  

 

 

 

 

Our Broker Dealer is SagePoint Financial, Inc. 

SagePoint Financial, Inc. is one of the nation’s largest broker-dealers with over $27 billion in total account assets, over 2,300 affiliated independent financial advisors. Headquartered in Phoenix, SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Our dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business solutions that achieve long-term growth objectives. SagePoint Financial is a registered broker-dealer and SEC registered investment adviser, member FINRA (www.finra.com) and SIPC (www.sipc.org), and member company of American International Group, Inc.