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Welcome
We've been helping families, business owners and professionals develop sound financial strategies for their personal and professional lives. Our focus is always the best interests of our clients, helping them achieve financial security now and in the future. Not only is financial success important, we want to make sure each of our clients has a plan that addresses their unique goals, needs and situations.
 
We feel it is our responsibility to understand and apply all of the details of your financial life to your financial plan. Our goal is to facilitate the process of helping you identify opportunities, risks and solutions that address your goals and needs. We go to great lengths to ensure our clients are well taken care of. We commit to ongoing communication, not common in today's fast paced digital world. We believe strong relationships are at the core of our success together.
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Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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*Paul Dato and *George Mannella CFP® are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through, Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor.

**Frank Pistorio and **Anita Reboletti are Registered Representatives of, and offer Securities through, Woodbury Financial Services, Inc. Member FINRA, SIPC.

Dato Pistorio Financial Group Inc and Woodbury Financial Services, Inc. are not affiliated entities.

Paul Dato is licensed in: AZ, CA, FL, IL, IN, MN, MO, NC, NY, TN, WI, TX. Frank Pistorio is licensed in: IL, MA, MN, TX, WI.  George Mannella is licensed in: AZ, FL, IL, IN, NC, WI. Anita Reboletti is licensed in: IL.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

 


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