Who is TruNorth
TruNorth Financial Strategists, Inc. provides fee only financial planning* services through the Investment Advisor Representatives of MML Investors Services, LLC., a registered investment advisory firm and broker dealer subsidiary of Massachusetts Mutual Life Insurance Company.
Richard J. DiPasquale, President/CEO of TruNorth Financial Strategists, Inc., more than 35 years ago, was instrumental in the development of TruNorth’s fee based financial planning and the utilization of the concept of a “team of specialists for client problem solving”. (Richard J. DiPasquale, California Insurance License #: OB94376).
Another key member of the firm is James H. Scott, Jr., Vice President who works closely with each representative on every case. He also monitors each account daily to identify alerts and what kind of communication should be triggered to our clients.
TruNorth Financial Strategists, Inc. utilizes a cutting-edge, Internet based platform, the Wealth Management Solution that enables us to work on the client’s up-to-date information at any time by drawing in data through the Internet from every source available. For those clients who choose, they can have access and view their own site 24/7 from any place in the world. This includes their current consolidated financial statement, projected cash flows, estate plan, copies of their financial plan workbook and other documents stored in the secure vault.
*Securities, investment advisory and financial planning services are offered through qualified Registered Representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044-2306, (215) 441-8200.