About us

Owners: John Ziccarelli, RFC and Wendy Ziccarelli, RFC.
As Registered Financial Consultants, we hold a fiduciary responsibility to do what is best for his clients, free from 3rd party interests. Our collective, consultative approach of listening to the clients' concerns/needs/future wishes has led us to earn industry achievement awards consecutively over our careers. Educating and positioning our clients’ nest age from dramatic taxation during their retirement years is our passion, and our greatest satisfaction comes from the referrals of our growing clientele, who seek the same trust and expertise that we have given over the years.
* Insurance & Financial Advisors *My Family Bank Advisor *Tax-Free Retirement Planning, Debt Solutions, Insurance Services, Annuities with living Benefits, Business Solutions, Estate Planning Solutions *Disability Insurance Specialist