- Tax PlanningWealth management has become much more common throughout the industry because it has become more popular generationally. It brings tax planning, wealth protection, estate planning, succession planning, and family governance all together under one umbrella. However, most individuals do not have the experience or know-how to make appropriate decisions regarding their own portfolios which can lead to catastrophic results later on. At DiPaola Financial Group, our multi-licensed portfolio experts specialize in catering to each of our clients’ individual life goals. They are experienced in the investment advisory discipline and can help you make the right decisions for you and your family’s future. Your wealth, your legacy is in the right hands with
- Charitable GivingDiPaola Financial Group, based in New York, is run by Anthony DiPaola, who also serves as its chief executive officer. The company provides a full range of financial services, including retirement planning, college funding, wealth management, asset protection, income, tax, and IRA planning, life insurance, charitable giving, trusts, probate, and estate formation.
- Investment Management
- Wealth Management
- Financial PlanningNATIONAL WEALTH GROUP was formed in 2016 by Dave and Chris White, Anthony DiPaola, John Calles, and Mark Hughes....with over 100 combined years in the industry NWG came together to expand their outreach nationally to have the ability to reach their clients’ needs throughout the UNITED STATES....WHITE, DFG, CALLES, HUGHES were all in the industry for decades and wanted to join forces to accommodate and develop financial planning NATIONALLY!...the FIRM specializes in all forms of WEALTH, FINANCIAL, and INSURANCE STRATEGIES!....their mission was to build a firm that would empower both our clients and team members to pursue their financial dreams....located in NEW YORK, CALIFORNIA, TEXAS, and FLORIDA the firm has accomplished their goals of exemplary customer service throughout the United States!
- Retirement Planning
- AnnuitiesAnnuities can help protect your assets now and also provide you with a personal retirement plan. DiPaola Financial Group offers many options and will tailor your investment strategy to meet your personal needs.
- Long Term CareIn an age when we are living longer, Long Term Care Insurance provides you with the peace of mind that in the event you are unable to perform your everyday functions without assistance you will be able to receive professional care.
- College Funding
- Asset Protection