Physicians & Healthcare Providers

We Make Your Goals our Goals

With 20 years of working with physicians and healthcare professionals throughout the country, we understand that each individual is unique and deserves one-on-one attention when customizing their financial portfolios.  We are dedicated to addressing the needs of medical professionals from your residency training and beyond.

It all boils down to customer service and the dedicated professionals at Sanfillipo Financial make it a priority to be personally available to you. 

Our promise is to get to know you, your personal goals, your values and your risk tolerance and customize wealth management strategies that reflect your vision.  Planning is an essential first step to creating and managing a plan that will help lead to your financial success; not only for yourself but for your family and your career.

It is our pleasure to welcome you into a confidential and trusted relationship with Sanfillipo Financial.

Services to Healthcare Providers:

Financial Planning

Insurance Strategies (life, disability, health)

Investment Strategies

Education Savings

Retirement Planning (individual and group)

Coordination of benefits with other professionals (CPAs, attorneys, etc.)


Additional Services for Residents:

  • On-site Financial Planning Seminars
  • Disability Income Insurance / Life Insurance Reviews
  • Retirement Planning Options
  • Business Planning Services