Our Practice

Bucci Financial Services is an independent financial services practice.  The word ‘independent’ means a great deal to its’ principal, Bob Bucci, and is even more important to the many clients he serves.  One big misconception is that you can only get the product or service you need from the large firms.  Nothing can be further from the truth.

First, independent means that you, the client, will never be restricted to any proprietary products or services.  You will have access to a very robust offering of leading companies, many of whom are among their industries elite.  Also, you will have access to money managers both domestically and around the globe, all in an effort to help you achieve your goals.

Second, by working with an independent advisor, you develop a relationship that may be difficult to achieve in a larger firm.  With no affiliation to any of the large banks or Wall Street firms, there will be no proprietary influence or conflicts of interest.  More importantly, you have one-on-one quality time when you meet with your advisor.  The better your advisor understands you and your family, the more likely you are to achieve your goals.