| 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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