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Our 15th Anniversary

Our 15th Anniversary

December 16, 2020
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Dispenza Financial's 15th Anniversary

  

"I think one of life's great milestones is when a person can look back and be almost as thankful for the setbacks as for the victories."   Bob Dole

 

It's our anniversary!

Fifteen years ago, on December 16, 2005, I started Dispenza Financial.  That isn't the date I started in this business, of course; that was many years before in the 1990s. Many of you have been with me since the beginning and I will forever appreciate your support.

Starting my own financial services firm had long been a dream of mine.  The opportunity arose in 2005, so I took it and opened a small corner office on Main Street in High Bridge.  The times change quickly, however.  When I started the company, my younger son, Sam, was only 2 years old and would often be in the office with me.  My older son, Jake, was only 6.  Sam is getting ready to go to college next year and Jake will be 22 next week.

I had no idea how difficult, yet rewarding, the journey would be.  The past 15 years have seen momentous market disruptions like the Great Recession and Market Crash of 2008, and the COVID-19 Bear Market earlier this year.  As challenging as these times were, each event was an opportunity for me to help people through the crises which, after all, was why I went into the business to begin with. 

In order to run a successful business you need help, and I've received quite a bit from family and friends near and far.  To everyone who has lent a hand, I am forever indebted to you.

Having said all that, I'm very excited about our future.  In 2021, we'll be adding some neat little communication twists to enhance our outreach.  Despite what my kids think, I'm still relatively young and plan to have many more years expanding this business and continuing to work as your Financial Advisor.  In my mind, I'm just getting started!

So thank you for your support for the past 15 years, and I look forward to the next 15!

Regards,

Joe

 

Dispenza Financial, LLC

Phone (877) 638-6556

Fax (800) 539-0720

 http://www.dispenzafinancial.com 

 

 

 

Joseph A. Dispenza, CFP® is a Registered Representative with, and securities are offered through LPL Financial

 

Member FINRA/SIPC.