ABOUT LAMACCHIO FINANCIAL GROUP

About LaMacchio Financial Group.

Our Core Values

- Honesty

- Integrity

- Transparent

- Teamwork


WhO do we work with?

  - Individuals

  - Couples

  - Families

  - Businesses/Business Owners

  - Estates and Multi-Generational 


How do we work with our clients?

- Consultations to better understand each client and their goals

- Holistic financial plan-driven process to align finances with goals

- Ongoing regular reviews to track financial progress and adjust strategies as needed

- Concierge Service to address financial and non-financial needs

- Flexible meetings: In person, virtual, via phone, whatever option works best for your needs.



Ready to SCHEDULE A MEETING?

The best way to begin investing in life’s moments is by starting a conversation with us. Don’t hesitate because you’re worried about high-pressure sales tactics. With LaMacchio Financial Group, there’s no fee, no obligation and therefore no stress.

SCHEDULE A MEETING
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