Broker Check


What’s on our mind? You can read about it in our blog and get to now us better. Whether it’s something new at Savaglia Financial Advisors or ideas from the financial industry, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along. 

How a Radio Commercial "Tuned" into a Valuable Life Lesson

By Crystal Sdano

I recently recorded a radio commercial about my work with Savaglia Financial Advisors with Carrie Wendt, the news director for the “Bob and Brian” show on 102.9 FM the HOG...

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What Does Legacy Mean to You?

By Larry Dreher

One definition of legacy is: “A gift of property, especially personal property, as money, by will; a bequest.”

While a will and an estate plan are important to your overall financial picture, I believe a second definition of legacy is more insightful: “Anything handed down from the past, as from an ancestor or predecessor.” ...

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Our New Puppy - A Story of Loss, 100-plus Year Family History and a Proper Puppy Name

By Karen Savaglia

This story intersects at loss, renewal, generations of Italian heritage and a bit of Latin, all rolled into a bustling Savaglia Financial Advisors (SFA) office. Here goes… The loss came in February when we lost our beloved...

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Why I Became a Financial Advisor

By Don Savaglia

I come from a working-class family. My grandfather made numerous sea voyages from Italy to America, coming through Ellis Island five times in the early 1900s. On his last trip, he brought his family, including the boy who would become...

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Introducing Our Name Change and New Website

By Don Savaglia

Twenty years ago, I started Savaglia Investments and Planning. At that time, I did all the planning and advising myself. I had one assistant, Heidi. Twenty years later, Heidi is still here, but over that time we have built an ensemble...

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