Michael Daddio, CPA

Daddio Financial Advisors, LLC

We have exciting news! You can now take advantage of our newly expanded menu of financial services. These expanded services are available through our new partnership, Daddio Financial Advisors, LLC which was formed to bring together our expertise along with the resources of Mark Lupashunski* of 1847Financial, an independent financial services company.

Through this entity, we will work together to help you coordinate the most important dimensions of your outlook, including:
- Financial planning *
- Estate planning and wealth transfer strategies
- Investment tax planning
- Life insurance and annuities
- Retirement plans
- College funding
- Executive and group benefits
- Disability income and long-term care insurance
- Business succession planning
- Asset management services*

In an increasingly complex financial marketplace, we will continue to serve as your objective advisors and advocates, help you prioritize your goals, protect wealth and manage the tax impact. As your personal financial advisor, we offer several advantages including:

• We understand your total financial picture based on our existing relationship as your CPA and tax advisor
•We can help you objectively evaluate the best strategies and solutions based on your needs and objectives
•We can offer you access to many outstanding investment, insurance and asset management services from a variety of leading companies.   We look forward to bringing you these additional services while continuing to build a strong relationship based on personalized service.

*Securities & Investment Advisory Services offered exclusively through HTK LLC. Daddio Financial is unaffiliated with HTK.


Address

109 Mulberry St
Berwick, PA, 18603

Check out the background of this firm on FINRA's BrokerCheck

*Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 161 Washington St., Ste. 700, Conshohocken, PA 19428. 610-771-0800. 1847Financial and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in our resident state of Pennsylvania, as well as additional states. For complete licensing information, please contact our office. Not an offer or solicitation in any state where representatives are not licensed.
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