| Before BDP&W's inception in 2006, each of our divisions operated as two independent companies; four partners, each an expert in their area of specialization. Having a great deal of mutual respect for one another over the |
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| years, we all decided that working together for our clients benefit would also help each of us achieve our professional goals; providing diverse expertise, exceptional service and value to all of our clients. |
The merger of our two companies
is a combination of several key concepts:
- As one, we offer even better
service to our existing clients.
- As one, we refer clients
to other professionals who are accountable to the
company's standards, philosophies and values.
- As one, we improve our clients'
ability to experience financial synergy between
various areas of their personal, professional and
business needs.
- As one, we are able to provide
specific expertise, not general expertise.
FRED BEYER
Fred Beyer has run a successful Property & Casualty
Insurance business for many years. His focus has always
been great service. Over the years Fred has helped
hundreds of clients find the best solutions for their
needs. He has also helped many clients by creating
solutions that didn't exist before. Working together
with the client, their specific need and the insurance
underwriters, Fred has been instrumental in developing
insurance solutions that fit their lives and their
businesses. For Fred, it's all about his clients;
and it's all in a days work.
"Building a client-centered
business that truly helps clients is personally and
professionally gratifying." -Fred Beyer
For Fred, partnering to form
BDP&W Financial Group was an easy decision.
PAUL DATO
Paul Dato, financial advisor, is a dedicated professional.
He's dedicated to his clients, his profession, his
partners and his family. Paul's focus has always been
about working for the client, not the insurance and
investment companies. Consequently, Paul has forged
many lasting relationships with his clients.
For Paul, partnering to form
BDP&W adds tremendous value to his client relationships.
As a financial advisor, Paul often wears many hats,
recommending investment and insurance strategies,
but sometimes his clients needs go outside of his
area of expertise, with the diverse expertise and
support BDP&W offers, Paul has the resources he
needs to provide the level of comprehensive service
his clients appreciate and deserve. Adding expertise
and support in other areas allows Paul to add more
value to his relationships. Few professionals are
experts in all areas, now Paul has expert support
in many areas to the benefit of all of his clients
and their personal planning needs.
"My clients appreciate
that I go the distance for them on a regular basis.
I care deeply about their financial security and work
diligently towards helping my clients achieve it.
Always here to answer the call or make the call, in
good times and bad, that sets me apart from most other
professionals, at least that's what my clients tell
me." - Paul Dato
FRANK PISTORIO
Frank Pistorio has worked for many years as an insurance
specialist, helping families, professionals and business
owners protect their families and assets while preserving
their wealth. Frank has long held the belief that
to truly help a client means truly understanding them.
And to understand people, you need to ask the right
questions; sometimes the hard questions.
For Frank, partnering to form
BDP&W was a great opportunity to help his personal
and business clients fulfill other financial needs
and allow him to better focus on their insurance needs.
Working with other professionals, Frank finds he can
help clients develop a more comprehensive approach,
but with experts, not generalists.
"My focus has always
been, making my clients happy. And what makes clients
happy is getting the job done for them, their families
and their businesses, caring about their success.
That's the bottom line." – Frank Pistorio
JOHN WRIGHT
John Wright has helped many clients find appropriate
investment and insurance solutions for their families
and businesses. John's focus has always been to inform
and empower clients to make smart decisions with their
money. John's clients don't want to be experts in
investments and insurance, but they do want to know
what their options are and why.
John's ability to communicate
ideas and strategies to clients has been the cornerstone
of his professional success. For John, taking the
time to understand his clients, finding appropriate
solutions and explaining their options is what personal
service is all about.
"I really enjoy people.
I enjoy listening to their stories and I enjoy helping
them achieve financial security and success."
– John Wright
For John, partnering to
form BDP&W Financial Group supports his vision
to provide personal service to each of his clients.
Experience Financial Synergy, Experience BDP&W Financial Group
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