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Social Sec. Planning

Retirement Planning

MACINO FINANCIAL SERVICES

Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
Call us to start your consultation today! 419.491.0909

Financial Planning

secure your future

Insurance

get protected

StopLoss Strategy

grow your wealth

Schedule an Appt.

419.491.0909

Financial Planning

Social Security, Retirement, 401K Retirement & Insurance Planning. Wealth Transfer, College & Savings Planning. Charitable Giving. IRA.

Insurance

Long-Term Care, Personal Life, Disability, Mortgage Protection, Medicare Supplement.

Investments

Stop Loss Portfolios, REITs, 401k Optimizer®.

How We Help Our Clients

At Macino Financial, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. Call us today at 419.467.4705 to make an appointment.

My wife and I feel very comfortable talking to David. He is very knowledgeable about Social Security and all other areas of retirement.

Roger

I like the fact that David is certified in Social Security and is a member of FINRA.

Nigel

We trust his suggestions, but ultimately it’s our decision. He lays out all the information and answers all of our questions, but doesn’t push us to do one thing or another. It’s up to us with his guidance.

Michael

We’ve been to other seminars and have spoken with other financial advisers and we just get the sense that they look at us as a way to grow their business. It didn’t seem like they were in it to help us!

Dan

There’s something about his mannerisms. He didn’t turn a blind eye to me, as a woman, and only address my husband because it’s ‘his money’. He spoke to both of us equally, which we both appreciated.

Kelly

My husband and I had gone to other seminars in the past, but with David we just had a good feeling. He doesn’t act superior or come across like a know-it-all. He suggests different things to us. Which we appreciate.

Emma

I would follow David to another office if I needed to. He’s been that great for me.

Alan

Working with David has opened our eyes to a lot of things. He’s guided us into investments that are a little less risky what then we were in before. As I approach retirement, I want to experience less-and-less risk and he has helped us do that.

Frank

David act as our financial guide by helping us to make the proper decisions for where we are today and where we want to be in retirement.

Joanna

David has a broad base of knowledge and experience and can bring a lot to the table for a client.

John

Being independent, David can look at a host of other companies and product alternatives. He already had established relationships in place and could bring the right ones to the table to fit our need. He was also able to cut through a lot of time-consuming paper work. He was able to provide us with exactly what we were looking for without it taking a lot of our time.

Abigail

My main concern before retirement was not to run out of money. When we sat down with David, he gave us many options. I had my mind made up that I was going to retire when I turned 64 and working with David I was able to do that. Now we’re working on when my wife can retire.

Betty

We started working with David about 5 years ago after one of his Social Security seminars. I wanted to retire in a couple years so I wanted to hear more about Social Security. I’ve attended other seminars before, but they never really focused that much on Social Security. David’s seminar was very informational and provided a great overview on Social Security.

Dan

When David and I started working together, I wasn’t happy with the ups and downs with my 401(K). David has been able to stabilize that for me to a point where I feel much more confident.

Ashley

With other financial advisers that I’ve worked with, I felt 'limited' with the options they provided. David is not tied into anything, so he’s able to make a lot of different kinds of suggestions and recommendations.

Ron

All the Right Tools to Get the Job Done

We are proud to offer all of the retirement planning & services below and hope that you will contact us today for a free no obligation consultation.

A trusted partnership.

Macino Financial Services was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life’s most important journeys. 

David Macino - Macino Financial Services
Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Macino Financial and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.