Helping clients succeed
since 1998
Bucci Financial Services is an independent financial advisory 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.
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.
Helpful Content
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.