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Tax-Smart Investing

Tax-Smart Investing

We give Investors, Families, and Businesses a tax edge over their investments and finances.

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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At LIC Financial Group, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Who We Serve

Investors

Investors

We Specialize in helping all types of investors, especially those who wish to take advantage of the growing Real Estate Market.

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Small Business

Small Business

We're passionate about helping Small Business owners achieve their financial goals.

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Families

Families

We love helping families of all sizes with legacy planning and wealth management.

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Retirees

Retirees

When it's time to stop working, we can help manage your life savings so you can enjoy a fruitful retirement.

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Meet Our Team

Mario Saggese

Mario Saggese

Financial Professional | MBA, CPA/PFS

Luan Rexhepi

Luan Rexhepi

Accountant Assistant

Resource Center

Retirement

Retirement

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Investment

Investment

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Legacy Planning

Legacy Planning

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



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