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Your trust. Our expertise.

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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... no copy here ...

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... no copy here ...

... no copy here ...

A Personal Approach

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


Entrepreneurs & Executives

Entrepreneurs & Executives


Peak Career Professionals

Peak Career Professionals


Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees


High Net Worth<br/>

High Net Worth


Our Three Step Process

STEP

1

Assess & Discovery

STEP

2

Strategy & Next Actions

STEP

3

Implement & Track