William Dicristofaro

William Dicristofaro Email and Phone Number

Financial Advisor -helping entrepreneurs and professionals enjoy financial security through Wealth Management, Retirement Plans and Worksite Benefits. @
William Dicristofaro's Location
West Hartford, Connecticut, United States, United States
William Dicristofaro's Contact Details

William Dicristofaro work email

William Dicristofaro personal email

n/a

William Dicristofaro phone numbers

About William Dicristofaro

You might wonder why I chose my profession. When I finished college, I sold life insurance to make money until I could find work more suited to my passion. I was always attracted to healthcare and really wanted to work in medicine. I love helping people.I had a great training manager, who introduced me to financial planning. In those days, the technology was emerging, and the products were limited. Nonetheless, I used what I learned with a young couple at one of our “kitchen-table” meetings. I recommended something very different than what they expected -they thought he needed much less insurance than I suggested, and gave me some push-back. I helped them understand my rationale, and they took my advice. Two years later, the wife called me and told me that her husband was dying from cancer. I delivered my first death-claim to her a few months later.Suddenly, I realized the significant impact that I had on these lives. I helped create enough wealth for this man to care for his young widow and family. I learned the value of good advice and committed myself to learning everything I could.This experience made providing financial guidance and solutions my life’s purpose.Many of my clients are entrepreneurs, coming from all professions and industries. They are creating something bigger than themselves, are decisive and make things happen. Most struggle managing time, and I perceive my role as their guide -staying informed, helping them make good decisions, and delivering confidence and clarity.Over the years I have met countless, good-intentioned advisors that did not survive the many challenges of running a successful business. Add the complexity of the products and strategies, and it creates a lack of trust. I realized that to fulfill my purpose, I needed an organization aligned around my core values of integrity, family, tenacity and results. An organization that delivers a client experience that is friendly, prompt, reliable, and is focused on improving lives.Today, financial products and strategies are ever changing, yet my role remains the same. I founded Integrity Benefit Partners to focus on simplifying your finances, making it easy for you to concentrate on the other important elements of life, and enjoy financial security.I believe in my heart and soul that I can help you, whether it is your company’s retirement plan, managing your investments, or your financial and estate plan. If you think you are meant to work with me, let’s connect. I want to touch as many lives as I can in my lifetime.CRN202710-7430214

William Dicristofaro's Current Company Details
Integrity Benefit Partners

Integrity Benefit Partners

Financial Advisor -helping entrepreneurs and professionals enjoy financial security through Wealth Management, Retirement Plans and Worksite Benefits.
William Dicristofaro Work Experience Details
  • Integrity Benefit Partners
    Partner
    Integrity Benefit Partners Oct 2017 - Present
    Integrity Benefit Partners strives to enhance the well-being of our valued clients and their employees by integrating both individual and institutional benefit plan solutions. Our advisors are veterans in the Financial Services Industry, and our breadth and depth of expertise remains unmatched in the marketplace.We provide individuals and business owners with a clear path to achieve their financial goals. Clients choose us for our comprehensive consulting –Qualified Retirement Plans, Executive Benefits, Voluntary Employee Programs, Personal Financial Planning, Wealth Management and Group Medical Insurance, and superior service with a smile.We sincerely value our partnerships, and understand the importance of creating and maintaining dependable, lifelong relationships. Our objective, simply put, is to make you better off working with us than without us, and we pride ourselves on bringing confidence and clarity to the complexity of your world.Call me directly at 860.521.401kwww.integritybenefitpartners.comI am a registered representative and offer securities, investment advisory and financial planning services through MML Investors Services, LLC -Member SIPC (www.SIPC.org). Integrity Benefit Partners is not a subsidiary nor an affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ Address: 1 Marina Park Drive, 16th Floor Boston, MA (617) 585-4500. For further regulatory information please follow this link: https://brokercheck.finra.org/individual/summary/1079295Disclosures and licensing: https://www.integritybenefitpartners.com/licensesCA Insurance License #0B16081
  • New England Financial Group
    Senior Financial Planner
    New England Financial Group Mar 1991 - Oct 2017
    Pathway of ProgressFor over 30 years, our practice has helped clients achieve their goals through financial planning, wealth management services, estate planning, investment management/advisory services, education savings plans, retirement planning and insurance/risk management services.OUR PROCESSWe believe in empowering clients like you to understand your financial picture, identify short and long term goals and objectives, create a unique plan that serves your needs. Then we revisit your goals in annual assessments that measure progress and refine your plans.To achieve this, we introduce all of our clients to the Pathway of Progress™, a three-step process that helps to put you on the road to financial security.Learn more about how we have used each of these steps to provide clients at different stages of their lives with a sound plan to help them achieve their financial goals. Call me directly at 860.521.1119www.pathwayofprogress.com

William Dicristofaro Skills

Retirement Planning Estate Planning Securities Investments Wealth Management Services Financial Planning Insurance Financial Services Risk Management Finance Personal Financial Planning Small Business Mutual Funds Financial Advisory Health Insurance Life Insurance Investment Management Retirement Investment Advisory Services Wealth Management 401k Series 7 Strategic Financial Planning Series 63 Registered Investment Advisor Personal Finance Management Consulting Fixed And Group Annuities

William Dicristofaro Education Details

  • University Of Connecticut
    University Of Connecticut
    Finance
  • Assumption University
    Assumption University
    Management

Frequently Asked Questions about William Dicristofaro

What company does William Dicristofaro work for?

William Dicristofaro works for Integrity Benefit Partners

What is William Dicristofaro's role at the current company?

William Dicristofaro's current role is Financial Advisor -helping entrepreneurs and professionals enjoy financial security through Wealth Management, Retirement Plans and Worksite Benefits..

What is William Dicristofaro's email address?

William Dicristofaro's email address is wd****@****nef.com

What is William Dicristofaro's direct phone number?

William Dicristofaro's direct phone number is +120375*****

What schools did William Dicristofaro attend?

William Dicristofaro attended University Of Connecticut, Assumption University.

What skills is William Dicristofaro known for?

William Dicristofaro has skills like Retirement Planning, Estate Planning, Securities, Investments, Wealth Management Services, Financial Planning, Insurance, Financial Services, Risk Management, Finance, Personal Financial Planning, Small Business.

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