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  •  Fax: 610-892-0822
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Proactive Planning

for a solid future

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  1. Home
  2. John J. Dipietro

John J. Dipietro

John J. Dipietro
Phone: 
(856) 218-7030
Fax: 
(856) 218-7039
E-mail: 
jdipietro@dipietrofinancial.com

I have over 25 years of experience in guiding both individuals and businesses with meeting their objectives of protecting their income, accumulating cash, and preserving their assets. My areas of concentration have been:

Individual financial services, guiding and protecting individuals if they live too long, through various tax and tax deferred ways of accumulating cash for retirement and college funding. If they die too soon, by protecting their family with various insurance products, if they become disabled, by protecting their ability to earn an income with disability insurance, and lastly protecting their estate and assets they have accumulated through efficient preparation that uses insurance products to help accomplish their goals.

Financial services for business, guiding business owners with advice on how to handle unique problems, many of which are agreements between business partners on a succession strategy. Other areas include analyzing the appropriate type of retirement plans to install and fund, nonqualified strategies, key person protection, and employee benefit plans which include medical, dental, vision.

Each of the above processes are done with a series of carefully analyzed steps, and consistent reviews.

John is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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200 East State Street, Suite 303
Media, Pennsylvania
19063 United States

  •  Tel: (610) 565-9550
  •  Fax: 610-892-0822
  •  Kathy.Hembree@wechslermarsico.com
  •  
  • Notice of Privacy Practices

Wechsler Marsico Simpson is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wechsler Marsico Simpson are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wechsler Marsico Simpson are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Registered in the following states: Pennsylvania (PA)

Insurance licensed in the following states: Pennsylvania (PA)

#1717220, DOFU 3/2017

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