David Bocchino
Financial Services / Health Insurance Broker
My mission is to assist clients in the planning and arrangement of their financial affairs. I am ethically responsible to see that a client's risk is minimized and monetarily, that money is maximized.
Think of me as a "financial coach", a generalist who can put all the pieces together. This can mean bringing in
- a money manager to build a portfolio of stocks and mutual funds for long-term appreciation
- an attorney to create a trust to minimize estate taxes
- life/health insurance expert to find the best policy to provide for your family
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