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Our Company

Dispenza Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.

Our Mission

In our practice, the client’s best interest is paramount to our success. We provide a highly personalized financial planning and wealth management investment service for individuals and businesses. By specializing in investment management, retirement and education planning, our clients are empowered to make responsible choices regarding their own financial destiny. We are their resource for honest and accurate financial information, and for providing effective implementation of their plans.

Service Commitment

We are committed to placing our clients’ best interests first.

In most cases, our compensation is determined on a fee basis as a percentage of assets under management through LPL Financial. The success or failure to meet our clients’ objectives directly affects our compensation. We pledge to disclose all fees, potential penalties for early withdrawal, or mandatory holding requirements prior to making any investments.

We pledge to disclose all risks prior to making any investments or insurance purchases. We will always consider our client’s best interest in every recommendation.