Broker Check

2007 Highway 315
Suite 200
Pittston, PA 18640

LinkedIn

Financial Advisory and Accounting Services

(570) 654-2000

 
Perception vs. Reality The Cost of Procrastination Rightsizing for Retirement Estate Management 101 What Smart Investors Know It May Be Time for a Financial Checkup Investments

Helping clients succeed
since 1998


Bucci Financial Services is an independent financial advisory and accounting practice whose primary function is to help clients identify practical solutions to the complicated financial issues that we all face today. We take our ethics and fiduciary responsibilities very seriously, which is why we pride ourselves on holding some of the industry’s highest credentials. Whether an individual, family or small business, our goal is to put your best interests first and help you achieve financial success. 

For individuals and families, we pride ourselves on taking a lot of time getting to know you, and to understand your financial goals.  We utilize a strategic process designed to help you plan, protect and grow your wealth in the most tax efficient way possible.  As your financial situation changes over time, we will be monitoring your plan on an ongoing basis and will recommend tactical shifts to ensure we are moving you closer to achieving your goals. 

For our small businesses owners, we appreciate the need you have for accurate, timely and meaningful information to make good decisions to successfully run your business. Our goal is to offer businesses that are not yet ready for a full-time CFO an opportunity to obtain this expertise on a part-time basis.  Let us assist you by quickly identifying areas of risk or opportunity within the finance function.

Helpful Content

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Debt Stress

There’s a link between debt and stress.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow