Joseph Lucia

Background

About Joseph Lucia

Joseph P. Lucia & Associates, LLC is a highly motivated team of professional specialists dedicated to your financial success. We design, implement, and manage financial solutions for individuals, families, small businesses, and other institutions. Our strength lies in our commitment to our clients, our colleagues, our industry and our communities. Many firms provide financial services, but few successfully integrate them into a comprehensive wealth management experience in one convenient relationship as Joseph P. Lucia & Associates, LLC. We help you plan wisely, coordinating investment, financial, tax and estate planning strategies to serve your unique and changing needs. Whether our clients are considering retirement, recently retired, or currently enjoying retirement, our team is committed to providing personalized financial planning and investment management services. We endeavor to exceed our clients' expectations, while dedicating ourselves to their piece of mind. Acheiving long term relationships with our clients by proving ourselves to them at every opportunity is our goal. Our success is based on our long history of social responsibility, strong leadership, and investment strategies, utilizing a variety of products and services. We are proud to be a part of this great tradition and are committed to delivering superior service and look forward to working for you Specialties: Investment Planning We can help you utilize a number of investment vechicles, such as individual stocks and bonds, ETFs, institutional mutual funds, and annuities along with various retirement accounts, such as 401K and 403B plans, IRAs and Defined Benefit Plans. Also specializing in: Retirement Planning,Protection Planning,Gifting Strategies and Estate Planning