Joe Dallo is a financial engineer at Dallo Financial. Mr. Dallo's legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial engineer, he is held to a fiduciary standard, meaning that he acts in your best interests.
At Dallo Financial we are financial consultants that are committed to helping people. You have a vision and a purpose. We provide holistic, comprehensive, and proactive financial planning that is personalized for your purpose. Whatever your goals are, Dallo Financial is prepared to assist you in focusing on those goals and creating your plan. Our advisors are passionate about what they do. We care about you and are driven by your success.
General Information |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | MI |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting |
Services |
| Investment Types: | Stocks, Annuities, Insurance, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100K+ |
| Compensation Methods: | Based on Assets |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
 |