Based in Clifton Park, NY, Richard P. Pauli, ChFC has been providing comprehensive financial services to dentists, physicians, pharmacists and other small business owners since 1985.
We specialize in helping our clients protect their personal and business revenues through thoughtful planning and a wide range of financial products and services from top industry providers. We can address all of your financial concerns from college and retirement planning to risk management.
Our practice provides services to hundreds of medical and dental professionals throughout the country. We are proud to serve the members of the Third and Fourth Districts of the New York State Dental Association, and the Pharmacists' Society of the State of New York.
Explore our site, familiarize yourself with our services, and don’t hesitate to contact us for a complimentary consultation.
Welcome to our firm!
Richard P. Pauli, ChFC
We have developed deep insights into the financial planning needs of business owners and the individuals who operate them.
Many of the dentists, physicians, pharmacists and other entrepreneurs we count as clients are so busy tending to their businesses that they find little time to devote to their personal finances.
Your future awaits. Are you ready to speak with us about helping to secure your financial future? Contact us today for a complimentary consultation