Client Testimonials
Ross S.
"Dominic Privitera has been the financial advisor for my family for over 10 years. During that time he has been a trusted advisor offering guidance and support on issues affecting our investments and the well-being of my family.
What I appreciate most about working with Dominic is his accessibility, his ability to listen to our goals and objectives, his extensive knowledge of financial instruments and marketplace trends, and his sound recommendations. When working with Dominic you never feel like you are dealing with a salesperson or that there are any factors influencing his advice other than those related to our well-being and the growth of our portfolio.
Ultimately, he has earned our trust and I offer my unconditional recommendation for Dominic Privitera and Total Wealth Planning."
Jim D.
"Dominic has been a friend and my financial advisor for some time. Dominic is always there to answer a question, explain a situation and help you to do the best you can with your investments. He always takes the time to explain and keeps you well informed on what is going on in the market and with your account. I sleep well at night knowing he is watching over things."
Rich A.
"I engaged Dominic Privitera in October, 2019 as a Financial planner. Over the course of the last 4 years, Dominic has shown his mastery of the brokerage industry, as my inquiries are always answered promptly and completely, as Dominic always takes the time to explain the facts, show the evidence and reinforce the basis for his decision or recommendation.
We opine investment objectives based on current market conditions, always factoring in my Income/Expense plan, assessing the appropriate risk management. We spend many hours per year in opining and updating the plan, giving me a sense of confidence and comfort.
Our debates are broad and useful, as inflation has led me to inquire about other investment sectors, which Dominic has shown comparable data, in leading to answers that I needed. His Mastery of market data and analytical tools, has helped me to swiftly make
decisions based on hard core facts on where to invest new monies.
Dominic assesses both tactical and strategic approaches when market conditions might introduce uncertain volatility. Dominic Privitera has been the most knowledgeable, responsive and personable advisor over my 40 to 50 years in the market."
Bonnie Y.
"Working with Total Wealth Planning has been a fantastic experience all around. We haveworked with Dominic for many years and we plan to continue to do so for many more years to
come. Dominic is incredibly knowledgeable about all areas of the market and is able to explain complex financial concepts in a way that is very easy to understand. He listens to our concerns, answers our questions thoroughly, and understands our goals for the future.
I feel like Dominic is truly a partner with us on our journey to optimize our investments and secure a comfortable retirement. He is warm and engaging, and his office staff is friendly, courteous and accommodating. We could not be happier with the service we get from Total Wealth Planning."
Frank G.
"Dominic conducts his practce with the utmost in professionalism. Time and time again, he has proven his knowledge and ability as a financial professional. He is always available and has shown that he cares more than anyone I have ever met in the financial services industry. He is a pleasure to work with, and I am happy to recommend him without reservation."
Anne K.
"Dominic provides the type of professional, ethical financial experience I was hoping for. He is very engaging and concerned about my future. I don't have a lot of experience in this area, and never feel any question I have is too small or obvious. He answers all with clarity and shows a true interest in my personal needs,
circumstances and preferences.
Dominic makes himself available. I'm comfortable reaching out whenever I feel the need and very pleased with his expertise and the care he takes of my portfolio. And, his staff is wonderful. Always happy to help. I feel I am in very good hands and facing my retirement with confidence."
John N.
"My wife and I have been partnering with Dominic for several years. We have found him to be professional, knowledgeable and
responsive to our financial planning needs. He works with us on all the planning details and stays actively engaged and
communicative on a regular basis. We appreciate his listening skills, frankness and friendship."
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.