Alan E Pignataro

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

My Mission

Our mission is to be our clients’ most valued advisor. We aim to help our clients identify their most important priorities and goals. Using our education and experience we create a detailed plan and guide our clients through the implementation and execution of this plan. Our legacy is to help our clients educate their children and grandchildren, retire with dignity, and keep the business in the family by creating client wealth in the communities we serve.

-Alan E. Pignataro, Financial Advisor