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Business Services

As business owners, you put a lot of time into daily operations, employee management, and worrying about the security of your company.  Our advisors and administrative team members help provide both small and large businesses with the means to relieve the stress of asset management, investments, retirement, insurance, and employee benefits.    

Protecting financial assets is one of the most important steps in protecting you and your employees.  Being a broker, we are able to work together in finding and creating a customized plan most suitable for you and your business.  Our #1 priority is helping to ease your stress and focus on the success of your business.  We work to help guide you in your efforts for asset security, by managing investments, retirement, insurance and employee benefits for you.

We feel it is important to begin with an in depth review of your company's current financial stability and long term goals.  This helps us to identifying your company assets and analyze your risk.  This step is essential in developing an appropriate strategy, together, to safeguard your financial assets. With an open and trusting relationship, we can implement our strategy and continuously monitor your investments.  

We know an important aspect of running a business are the employees.  By offering a robust retirement plan, you are more likely to attract and retain talented employees.  Subsequently maintaining employees who are invested in the success of the business.   


Our Investments Services Include:

  • Employee 401(k) Plans
  • Solo 401(k) Plans
  • Defined Benefit Plans
  • SEP and SIMPLE IRA Plans
  • Pension Plans
  • Profit Sharing Plans
  • Corporate Investment Accounts
  • Self-Directed Brokerage Accounts
  • Estate Portfolios
  • Tax Assessment

Insurance Services:


DiVirgilio Insurance and Financial Group also offer business insurance services.  We are dedicated to helping you focus on protecting your business and allowing you to focus on success, continuity planning and day to day operations.  

These services include:

  • Short & Long Term Disability
  • Liability Insurance
  • Commercial Insurance (Auto & Property)
  • Workers Compensation
  • Payroll Processing
  • Health & Dental Benefits
  • Disability Insurance