D.A. Davidson

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.

Joseph S. Sturniolo & Associates, Inc. was founded in October of 1995. Our team of professionals has over 75 years of combined experience and is one of the leaders in sophisticated financial and estate planning. We specialize in providing comprehensive, integrated, personalized solutions to help business owners, professionals, executives, and retirees develop and implement complex estate, income tax, business succession, retirement and investment plans. We put the emphasis on each client’s unique needs, not a prepackaged set of solutions or ideas. We specialize in the numerous challenges faced by our clients and have developed a team of professionals that thoroughly understands their unique problems and opportunities.