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Your confidence. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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Welcome to Mollica Financial Group

Our goal is to provide you with the knowledge and insights necessary to grasp the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. John Paul Mollica created this website to help you gain a better understanding of important financial concepts, such as Financial Planning, Estate Planning Strategies, Investing, Retirement Solutions, Wealth Preservation, Long Term Care Needs, and Insurance. Above all, we emphasize the value of collaborating with skilled professionals who can assist you in pursuing your financial goals.

Meet Our Team

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our mission is to educate you about the principles of financial planning, introduce ourselves, and offer easy access to market performance data. We encourage you to take full advantage of this valuable resource and visit us frequently. Don't forget to bookmark our site in your internet browser to stay updated with the latest developments in personal finance. We regularly update our information to ensure you don't miss any important insights.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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