Advising Today.
Securing Tomorrow.
We provide clear, practical financial guidance today so you can enjoy security and confidence tomorrow. From growing wealth to protecting what matters most, our focus is on helping you build a stable future.
My Approach
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve. I will guide your journey by working together to reach their financial objectives and securing a financially sound future and building a long respectful relationship.
My Goal is to help you achieve what's most important to you.
Our Services
Comprehensive financial services designed to help you achieve your goals and secure your future
401(k) Planning & Management
Comprehensive retirement planning services to maximize your 401(k) benefits and secure your future.
401(k) plan analysis and optimization
Contribution strategy planning
Investment selection guidance
Rollover and transfer assistance
Employer plan consultation
Investment Management
Professional portfolio management designed to grow and protect your wealth through strategic investing.
Personalized investment strategies
Portfolio diversification
Risk assessment and management
Regular performance monitoring
Tax-efficient investing
Life Insurance Solutions
Comprehensive life insurance planning to protect your family's financial security and future.
Term and permanent life insurance
Needs analysis and coverage planning
Policy review and optimization
Business insurance solutions
Estate planning integration
Additional Services
We offer a full range of financial services to meet all your needs
Retirement Planning
Strategic planning to ensure a comfortable and secure retirement.
Financial Planning
Comprehensive financial plans tailored to your goals and circumstances.
Estate Planning
Preserve and transfer your wealth according to your wishes.
Contact Us
Ready to take the next step in your financial journey? We're here to help. Reach out to us at either of our convenient Connecticut locations.
DiFederico Financial LLC
East Hartford, CT 06108
Harris Wealth Management
Why Choose DiFederico Financial?
Personalized Service
Every client receives individualized attention and customized solutions.
Experienced Team
20+ years of experience helping clients achieve their financial goals.
Comprehensive Planning
Full-service financial planning from retirement to estate planning.
Ready to Get Started?
Let's discuss how our services can help you achieve your financial goals.
Schedule a consultation today.