Medling, Lucente & Associates
With nearly 45 years of experience, we have helped hundreds of people just like you retire…and stay retired. We have helped families protect assets and leave a legacy. Our team has learned a lot from each of the families we have had the privilege to work with through the years. Let us put that knowledge to work for you.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Retirement Income Planning
- Legacy Planning
- Tax Strategies For Retirement
- Insurance
- Social Security Maximization
- Workplace Benefits and Defined Benefit Pension Maximization
Sentiment Analysis
I have and will continue to recommend her to people who are looking to find someone professional, knowledgeable, honest, and kind.
Great group of people who value you and take your financial needs very seriously.
I work with dozens of agents across the country and Nicole Lee & Gabriel Page are two that you can count on regarding looking out for your best interest!
What interested us in entrusting our investments with Medling Lucente & Associates is they listened to our needs and concerns and provided financial vehicles to achieve our goals.
I’ve been seeing lots of changes in the last few months in my finances and it was very nice to find an advocate I could trust.
I recommend Medling, Lucente and Associates to all my friends and family because I know they are the gold standard - that is the best in the business.
Im not sure Id be in the position I am today to move towards my future goals without the help of Mr.
I have since relied on Medling, Lucente & Associates for long-term as well as short-term investments without fail; there is simply no other firm in the area I would trust my to handle my investments!
It has been one of the best decisions I have made (since getting married of course) to go to Medling, Lucente and Associates for my financial needs.
I value both trust and transparency, and Medling Lucente and Associates has greatly exceeded my expectations in this regard.
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