Your Journey Starts Here
We're here for you, offering advice and support throughout all of life's milestones.

The Darsch-Dinapoli Team
We take a personalized approach, working to understand what is most important to you, both personally and professionally. We then use our collective expertise to develop thoughtful financial solutions to help you achieve the future you want.
Services
We offer a wide variety of services all geared to help you with your financial goals.

Upcoming Webinar
Year-End Financial Goal Setting
December 12, 2023 @ 6:30PM
Topics to be discussed
- Goal Setting Overview
- Income Goal
- Savings Goal
- Retirement Goal
- Debt Payment Goal

Community Relationships
Developing a strong connection with our community is paramount to our success.

Dog Adoption Stories
We are extremely active in donating our time to dog adoption and increasing its awareness
Other Services

Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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