Your trust. Our expertise.
In this complex financial world, let Pacini & Company help with your long-term planning for legacy preservation, wealth transfer, and business continuity.
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A Personal Approach
Pacini & Company provides comprehensive and personal service with the goal of creating financial stability and security to help preserve and protect financial independence and confidence. Founded in 1961 by Robert L. Pacini, Sr. with the goal of assisting clients in their financial lives, his legacy continues with daughter, Ann Marie Falloure, whose own career spans more than 40 years with the industry and working directly with her father.
For over 60 years, the core principals remain centered around a hands-on approach with a genuine concern for clients, their goals, and how to achieve them. And that begins with understanding one’s current financial situation, which is vital to successfully making prudent decisions.
Clients
Our Three Step Process
STEP
1
Assess & Discovery
STEP
2
Strategy & Next Actions
STEP