Tailored Cents

www.tailoredcents.com

Tailored Cents was founded during the pandemic of 2020 by Dan Pascone to create custom financial plans for individuals without having to leave their homes. We specifically focus on helping technology professionals who have recently had a job change. When changing jobs, there are some key financial decisions that need to be made and these decisions are easy to overlook during a career transition as Dan noticed himself years ago. We help individuals through a 3 step process which is all done through web meeting technology. Unlike many financial planners, we allow free access to a starter financial plan AND we donate to a specified charitable organization for every plan that we produce each month. We believe that giving back and doing good is part of core purpose. Security and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Tailored Cents was founded during the pandemic of 2020 by Dan Pascone to create custom financial plans for individuals without having to leave their homes. We specifically focus on helping technology professionals who have recently had a job change. When changing jobs, there are some key financial decisions that need to be made and these decisions are easy to overlook during a career transition as Dan noticed himself years ago. We help individuals through a 3 step process which is all done through web meeting technology. Unlike many financial planners, we allow free access to a starter financial plan AND we donate to a specified charitable organization for every plan that we produce each month. We believe that giving back and doing good is part of core purpose. Security and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Country

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State

Connecticut

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City (Headquarters)

Fairfield

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Employees

1-10

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Founded

2020

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Social

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Potential Decision Makers

  • Financial Advisor and Chief Client Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and President

    Email ****** @****.com
    Phone (***) ****-****

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