The Domestico Financial Group
Anna E Domestico
Financial Advisor|CLU®, ChFC®, RICP®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment. I strive to provide you the best experience possible.
Education
Ursinus College - American Studies and English Literature (Bachelor of Arts)
McMaster University - Cultural Studies and Critical Theory (Master of Arts)
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
James Domestico
CLU®, ChFC®, RICP®, WMCP®
Financial Advisor
In June 2009, I formed a financial services practice at Northwestern Mutual with my brother Vince. We were confident that this was the right place to grow and serve our clients. Our practice strives to implement Simple, Strategic, and Effective plans for everyone. Since 2017, our practice has grown to include our sister Anna. When you work with us, you're working with family.
Vincent E Domestico
CLU®, ChFC®, CFP®
Financial Advisor
Northwestern Mutual Financial Advisor since 2009. Together with my siblings, Anna Domestico and James Domestico, I am a Partner in The Domestico Financial Group, based out of Wellesley, MA. When you work with us, you're working with family.Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Tax-Efficient Strategies
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
