260 East Army Trail Road
Miceli Financial Services was established in 2010. Joseph founded the company on a “family comes first” philosophy, with our main goal of helping each individual client with a customized plan for their needs. In building his practice, Joe went back to his Italian family roots, entrusted from his grandparents Rose & Silvio DiFiore, the notion that there is always room at the table for creative solutions and a great meal.
At a very young age of 10, Joe experienced first-hand the difficulties of a loved one becoming permanently and completely disabled- and the financial devastation that fell on their family as a result. This harsh reality, created the lasting impression which paved the way for Joe’s life work in this business. He has carried that passion in his work here at Miceli Financial Services daily to help others protect & prepare themselves & their loved ones from the unexpected.
Over the years, our firm has grown both organically and through the acquisition of other professionals retiring from their practices, who placed their clients in the trust of Joe’s hand after leaving the business world to enjoy the fruits of their work in retirement. Joe also has many dreams and passions of his own as you will get to know in time working together. Joe always puts himself in your shoes as the client, and makes all recommendations with your dreams and goals in mind, just as he would his own.
Here at Miceli Financial Services, you can expect us to listen to your dreams, concerns, & goals. We will develop a sound working plan that will build creative solutions and a customized Financial plan that will consistently evolve and adjust year after year as your life and needs evolve over the years working together. In doing so, we help ensure your dreams of a lake house with a boat, traveling the world, retiring in Florida, or even owning a farm and horses are met.
By way of a family atmosphere, red-carpet service of trust, integrity and commitment, and customer interaction second to none, we at Miceli Financial Services create innovative solutions for our clients' financial concerns using a holistic approach.