Annette Di Bello, CPA, CFP® Professional Corporation

Annette is really nice and very helpful with some advice but wants to sell you on putting together a plan.
Oct 31st, 2019

I have been working with Annette for the past two years.  It took me five years to find someone with the combined expertise of a CPA & Certified Financial Planner.  Her knowledge & education is instrumental in preparing my taxes & advising me regarding investment choices, especially those that affect my taxes.  Her financial guidance goes beyond investing.  I have worked with her to develop a long-term financial plan which includes when I should start drawing Social Security & strategies regarding converting Traditional IRAs to Roth IRAs.  She is available & provides quick responses with any financial questions that I may have.  She is a fee only financial planner which means that she has only your best interest in mind and does not receive commissions because she does not sell anything.  I am also very comfortable with her investing philosophies & strategies.
May 23rd, 2018

My husband and I were looking for a fee-for-service Certified Financial Planner to help us with retirement planning and making some financial decisions. Annette was knowledgeable, patient and down-to-earth. We feel confident that her solid financial plan is going to be exactly what we need to reach our goals for retirement. For anyone who has had a negative experience or feels anxious about working with a financial planner just give Annette a try. We highly recommend Di Bello Financial to anyone looking for wise financial counsel.
Feb 4th, 2018

We recently relocated to this area and were referred to Annette for completing our taxes for 2016. Needing to have our taxes filed in two states, we were concerned about getting them completed correctly. She was very professional and met with us to go over all the necessary  information. Coming from the business sector, I could tell how detailed and thorough she was. After having our taxes filed by Annette we decided to partner with her for some investing we have been planning on doing. She is always very approachable and professional. She presented the investment information in manner that was easy to understand and was very upfront on everything. I would confidently and highly recommend her for tax and investment services.
Apr 5th, 2017

Our professional relationship began several years ago, when Annette offered to rescue me from TurboTax.  Since then, Annette's financial acumen and expertise, not to mention her extraordinary ethical standards and dedication to client relationships, have guided me from the mildly terrifying terrain of personal income tax, through managing the investments of my elderly, widowed mother, to working with me and my two brothers on the financial ramifications of dividing my now-late parents' trust and other assets. One of my favorite Annette stories:  She spent one Christmas morning exploring, with utter delight, a new tax-preparation package.Annette is endlessly patient, and excels in explaining complex investment and tax issues.  As both a CFP and a CPA, she has the puissance and knowledge to partner with me in navigating my financial life.  I couldn't do it without her.
Mar 2nd, 2016