Client Centered
We believe that every client benefits from gaining insight with a professional financial advisor. Whether you are a “seedling”, just starting to save for your future, or a “mighty oak” with years of life experience, today’s dynamic investment landscape continues to create complex financial challenges. At Perennis Financial Planning we are here to help you work toward the benefits of a sound financial plan.
-Mary Pascarella, CFP
Experienced Professionals
Our dynamic team of professionals represent over 60 combined years of experience in financial services. We are dedicated to understanding our clients’ needs, educating them about their options and empowering them to make sound decisions based on their unique situations.
We work together for our clients, focusing on the complementary skills, strengths and talents of each team member to create the best possible strategies for the best probable outcomes. It is this synergy that enables us to provide an exceptional client experience.
Our team looks forward to working with you and your family!
Personalized Experience
Perennis Financial Planning is built on a foundation of thoughtful client relationships.
Our commitment is simple: To spend time learning about you, understand your needs, concerns and goals, and assist you with incorporating the personal financial strategies that will positively impact your life today and provide a foundation for the future.
We understand today’s global financial environment and appreciate the value of your time.
We also recognize that you have unique financial histories and face distinct financial challenges.
Contact us to learn more about how Perennis Financial Planning can make a difference!