John Fiorito

Specialties

John leads a wealth management team of professionals to assist individuals and their families to achieve their goals.

Invesment Counseling

Insurance

Retirement Planning

Tax & Estate Planning

401(k) rollovers

History

Established in 2002.

My father worked his whole life within the financial industry and growing up it was such an interest to me, however, I also knew I wanted to do something that allowed me to help people and make a difference in their lives. After September 11, 2001 I found a way. I realized after ⁹⁄₁₁ how many families were left unprotected so I decided to become an Insurance broker/​Financial Advisor. By doing that I discovered how to help protect individuals and their loved ones white securing them financially.

Today, as a Financial Advisor, I have expanded my business and offer my clients more services such as Investment, Retirement, Estate, and Fee-​based Financial planning.

Meet the Business Owner

John F.

Business Owner

Over the years, experience has taught him that advice was not based on clients’ needs but on firm’s products. He wanted to do better for his clients’ and wanted to make decisions that fit their needs. As an independent Financial Advisor, he avoids those conflicts of interest. John joined US Planning Group — A New York Corporation in 2003, to provide his clients’ objective financial advice.

Through an extensive discussion process, John learns what the clients’ goals and concerns are and helps the client prioritize their concerns, provides strategies and helps his clients’ implement a plan to reach their goals and meet their concerns. His objective is to determine how he can add value to the client’s situation, with a particular focus on tax efficient investment strategies and solutions.