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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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  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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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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