Joseph J. DePascale / Financial Advisor in Warren, Ohio

Independent "fee-only" trust department and advisor. Additional education includes being a Certified Public Accountant, Certified Financial Planner(r), Accredited Investment Fiduciary Analyst(r) and Certifed Mutual Fund Specialist. Have been selected to the "Guide to America's Best Financial Planners" by the Consumers' Research Council of America, an independent research company based in Washington, DC for numerous years - listed under PA. Over twenty years in public accounting and bank experience. He offers expertise in pension plan administration and design, investment portfolio management, tax preparation and planning, estate and insurance planning.

Specialties

401K Consulting 403B Plans Asset Protection Business Planning Certified Financial Planner Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds CPA Debt Management Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Income Tax Planning Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Trustee Services Wealth Management Women's Issues