Our Process

"We have a passion for delivering a high level concierge service to clients and businesses with the sole purpose of helping them succeed."

Value Proposition

Here at the Pelliccioni Financial Consulting Group, we develop a custom tailored, concierge service investment plan for our clients of all ages, backgrounds, and financial means to help them not only plan for the expected life events, but more importantly the unexpected ones. We strive to give our clients the confidence to plan for their future, their children, their business, their retirement, and a long-lasting legacy.

We strive to achieve this goal by utilizing a process that is centrally focused around you. We start by understanding who you are and what’s important to you, while also developing a relationship overtime and understanding what goals you have in life. We can then review your plan as we step into the future together in an effort to accomplish your goals.

Service Model

Our commitment to the community extends beyond financial services.