#United States #New Jersey #Cetera #DFG Financial #David Dominici

DFG Financial Group Partners with Cetera for Growth and Service Excellence

In a significant move aiming to elevate client services, the DFG Financial Group has officially joined Cetera, a renowned name in the financial advisory space. DFG, boasting approximately $400 million in assets under administration, is led by seasoned financial advisors David Dominici and Jacqueline Zapicchi-Cloughsey. This partnership is set to not only enhance the group's service offerings but also leverage the extensive resources provided by Cetera.

Based in New Jersey and positioned within the Greater New York City Metro area, DFG Financial Group has long emphasized a multigenerational approach to financial advising. The firm's philosophy centers around fostering close relationships and trust among family members, which in their view, is essential for successful financial management. Dominici, the firm's founder, articulates their long-term commitment to serving clients across generations. "We want to do business with our current clients, their children, and their children’s children. This commitment not only strengthens our relationships, but it also represents a competitive edge in our industry," he notes.

The shift from Ameriprise Financial to Cetera's Summit Financial Networks was strategically motivated by DFG's desire for a blend of independence and comprehensive support. Dominici describes the essence of their service as being akin to a pace car in a race, maintaining a leadership position in client service, product variety, and personalized attention. "Cetera offers the independence we value, coupled with back-office assistance, enabling us to focus on client interactions rather than administrative tasks," he explains. This partnership represents a crucial step towards achieving their growth goals while maintaining a personal touch with clients.

Zapicchi-Cloughsey, serving as the Chief Operating Officer and significant player in the operations, adds, "The environment at Summit is perfect for us. We enjoy a cozy, family-like atmosphere while benefitting from the robust support and resources that Cetera provides, ensuring we can continue to grow effectively." A family-centered approach is also reflected in the firm's team structure, where Dominici’s son-in-law, Jordan Assentato, is also part of the firm, enhancing the trust factor within the team.

Cetera's Advisor Channel Leader, Tom Halloran, welcomed DFG Financial into their community, highlighting their shared objectives regarding client service. "David and his team prioritize maximizing time with clients. Cetera’s structure allows us to manage their back-office needs efficiently, giving them more time to focus on fostering client relationships," Halloran states.

In conclusion, this partnership marks a pivotal moment for DFG Financial Group and signifies a strategic alignment with Cetera, marrying boutique services with a wealth of resources, ultimately aiming for enhanced growth and unyielding commitment to client satisfaction. Both the DFG Financial team and Cetera are poised for a future of collaboration and success, driven by their shared dedication to exceptional client service and innovative financial solutions.