About Frank
FRANK DIGREGORIO
• Financial Services Representative
In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.
Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want. In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
ABOUT FRANK
Frank joins Mutual Inc with over 11 years of experience in the Financial Services Industry where he has helped to educate his clients on disability and long-term care insurance as well as help them understand their investments, retirement planning, 403B and 401K rollovers. Frank also does business planning for small to midsized businesses that include exit strategies and Buy-sell planning. Currently, he holds the Series 6 and 63 securities designations and is licensed to sell Life and Health Insurance. Frank received his Bachelor’s degree in History and Political Science from Villanova University.
He currently resides in Cutchogue NY and enjoys spending time with his fiancé Rosemary, his son, and 2 daughters. In his spare time, he enjoys hunting, fishing, boating, and competitive shooting. Frank is active in his community where he is a member of the Fleets Neck Property Owner’s Association and is a member of the VFW, as well as the American Legion and the Marine Corps League. The Marine Corps League Rifle and Pistol team, which he captains, is designed to give young veterans, coming home, an outlet and an understanding ear during their transition and after. Frank spent 10 years as a Marine Corps officer.
Frank DiGregorio is a registered representative of and offers securities through Planmember Securities Corporation.. Member SIPC. (www.SIPC.org) . 6187 Carpinteria Ave. CA 93013. Check the background of this investment professional on FINRA’s BrokerCheck I am licensed and registered to offer products and services in CT, NY,PA, VA, NC, CA and FL. Licenses and registrations will vary. Domiciled in CT
About Bespoke Wealth Management
Insurance broker- Life insurance, disability insurance and long term car planning as well as retirement and estate planning. Also work with businesses on succession planning and risk management