Our Services

Client Centered

Crafting Your Family's Wealth Story

At Orazio Financial Services, we manage your assets in-house and never outsource this important duty. This means when you work with us, you’re speaking directly to your portfolio manager. Our Chartered Financial Analyst oversees your portfolio, so you get the added value of our analyst’s seasoned competence in investment analysis and wealth management. Together, we’ll help tell your family’s personal wealth story.

Our Process

Estate Planning

A vital cornerstone within your financial planning spectrum, a well-crafted estate plan empowers you with increased command over your assets and helps orchestrate the seamless transfer of your wealth.

Our History

Tax Planning

Our fiscal guidance will help you navigate the intricate tax landscape, optimize your returns, and preserve your family's wealth for generations to come.

Our Values

Retirement Planning

We'll assess your present financial situation and develop an accumulation strategy that focuses on potential growth and tax-efficient distributions while paving the way for the retirement lifestyle you envision.

Our Process

College Planning

We'll help you make a thoughtful investment in your child's future as well as a strategic and sustainable approach to financing their higher education.

Our History

Wealth Management

Our personalized process considers the unique dynamics and aspirations of your family, helps to enhance your investment strategies, and takes a key step toward building a legacy of financial strength and security.

Our Values

Long-Term Care

Thoughtful planning for potential healthcare needs is a crucial aspect of securing your family's well-being across generations. We'll tailor a strategy that seeks to help preserve your assets and allows you to age with dignity and security.

Our Process

Life Insurance

Make a wise investment in the security and financial future of your loved ones. We'll help you design a plan that aligns with your family's needs and goals while building a foundation of financial strength.

Our History


We'll go beyond the numbers, guiding you to create a budget that helps instill financial confidence within your family, fostering a culture of mindful spending and meaningful savings.

Our Values

Medicare® Consultation

We speak Medicare, so you don’t have to. Our team will help you find the right plan by walking you through your options and comparing the top Medicare carriers and plans.

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Free Consultation

Your success is our success and we look forward to helping you accomplish your goals. Let Orazio Financial Services help put you on the right track today.

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