Destefanis Financial Services - Hingham, Massachusetts

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Destefanis Financial Services: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Destefanis Financial Services presents a compelling option. Located at 99 Derby St Ste 301, Hingham, MA 02043, United States, this firm offers a personalized approach to wealth management and strategic financial strategies. With a dedicated phone line at 7817404227 and a user-friendly website at dfsfinancial.net, Destefanis Financial Services aims to provide accessible and insightful support to its clientele.

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About Destefanis Financial Services

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Destefanis Financial Services operates as a dedicated financial planner firm, specializing in tailoring comprehensive financial plans to meet the unique needs of each client. They understand that every individual’s financial situation and goals are distinct, and therefore, they prioritize a collaborative approach. Their philosophy centers around building long-term relationships based on trust, transparency, and a genuine commitment to client success. The firm’s core services encompass a broad spectrum of financial planning disciplines, including retirement planning, investment management, estate planning, tax optimization, and education funding. They diligently assist clients in navigating the complexities of the financial landscape, ensuring they are well-positioned to achieve their life goals.

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Location and Accessibility

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The firm’s physical address, situated at 99 Derby St Ste 301, Hingham, MA 02043, provides a convenient location for clients in the Hingham area and surrounding communities. Recognizing the importance of inclusivity, Destefanis Financial Services has made significant efforts to ensure accessibility for all visitors. Specifically, the office features:

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• A wheelchair-accessible car park, facilitating easy access for those requiring assistance.

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• A wheelchair-accessible entrance, removing barriers to entry and promoting equal access.

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• A wheelchair-accessible toilet, catering to the needs of individuals with mobility limitations.

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• Conveniently located restroom facilities.

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Appointments are strongly recommended to ensure dedicated time for personalized consultations and a thorough assessment of each client’s financial circumstances. This proactive approach underscores their commitment to delivering high-quality, attentive service.

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Client Feedback and Reputation

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Currently, Destefanis Financial Services has 0 reviews on Google My Business, indicating a relatively new or emerging presence in the market. The average opinion, currently at 0/5, reflects the lack of publicly available feedback at this time. This does not necessarily diminish the firm's capabilities, but rather suggests an opportunity for them to actively solicit and leverage client testimonials to build a stronger reputation. It's advisable for potential clients to conduct independent research and due diligence before engaging their services. However, the firm’s commitment to accessibility and personalized service remains a positive indicator of their approach.

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Key Features and Services

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Destefanis Financial Services distinguishes itself through several key features:

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• Personalized Financial Plans: Each client receives a customized plan designed to align with their specific goals, risk tolerance, and time horizon.

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• Investment Management: They offer strategic investment management services, utilizing a diversified approach to help clients grow their wealth.

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• Retirement Planning: Expert guidance on retirement savings, income strategies, and estate planning to ensure a secure retirement.

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• Estate Planning: Assistance with wills, trusts, and other estate planning documents to protect assets and provide for loved ones.

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• Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.

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The firm regularly monitors market trends and regulatory changes to adapt its strategies and provide clients with the most up-to-date advice. Their proactive approach to financial planning helps clients remain confident and prepared for whatever the future may hold. They prioritize ongoing communication and education to ensure clients are fully informed and engaged in their financial journey. The team at Destefanis Financial Services is committed to being a trusted partner in their clients’ financial success, offering not just advice, but also a supportive and collaborative relationship.

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Contact Information:

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Address: 99 Derby St Ste 301, Hingham, MA 02043, United States

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Phone: 7817404227

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Website: dfsfinancial.net

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"summary": "Destefanis Financial Services is a dedicated financial planner firm providing personalized wealth management solutions and strategic financial guidance to clients in the Hingham area. They prioritize accessibility and client relationships.",
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