We approach every client relationship with integrity.
You may think all investment firms are the same. However here at Michael J. Lucia and Associates we have made a conscious decision to create a family atmosphere and to give our clients a unique experience that goes beyond the normal Financial Planner/Client relationship. We don't subscribe to a "One size fits all" way of financial planning. Rather we want to meet with you face to face and analyze each piece of your financial life so that we may make the best possible recommendations for your specific financial needs.
As an investment advisor representative of H. Beck, Inc, we are able to provide access to investment and insurance products from a wide array of institutions. Our independence allows us to constantly search the marketplace in order to research and identify investment options that best meet our client needs.
At Michael J. Lucia & Associates we help our clients plan for their financial goals by:
- Developing a deep understanding of each client's unique situation and financial objectives.
- Sharing our financial planning knowledge with clients so that they can make informed decisions.
- Establishing trust over time while building a sincere relationship with each client.
- Providing professional, timely service and meticulous account management.
"We place the utmost importance on our independence. By operating free from the constraints of one, or a few, investment companies, we are able to help our clients select investments that are in their best interest."
~Michael J. Lucia, CFP®, ChFC®, CLU®
Come in and see for yourself how this approach can help make a difference for you and your family