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Our Commitment. Your Goals.

At The Ready Group, we have made a commitment to providing excellence in everything we do for our clients.

Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service.

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry.

Our Approach

When you choose our financial services, you benefit from obtaining comprehensive advice from a highly qualified professional with an extensive background in addressing your particular financial needs. As an independent firm, we represent our clients' needs and interests, rather than any specific company’s.

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Our self-sufficiency is vital to delivering recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. We recognize that everyone encounters challenges along the way and strive to anticipate and address those situations as they occur.

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Our goal is for you to have clarity as it relates to your financial future, providing a true roadmap with milestones so you know where you are on your path to financial well-being, as well as a clear understanding of your options. Our clients availability and accessibility is what helps us stand out

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Our foundation is created by fostering a long-term and meaningful relationship with you for life. You can be confident that you are truly collaborating with an experienced, qualified partner, who keeps you informed of investment opportunities and strives to mitigate risk, providing you with peace of mind.

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Our Team

Ryan J. Davis

Partner & Wealth Manager

Jason DelCollo

Partner & Wealth Manager

David Balint

Financial Advisor

Cindy Kafantaris

Client Service Associate

Eric Parnell, CFA

Chief Market Strategist

Nick Dalessandro

Senior Trader, Asset Management

Kaela Frenchman

Associate, Trading & Ops

Evan Coffey

Associate, Trading & Ops

Our Services

  • Portfolio Management

  • Estate Planning
  • Retirement Strategies
  • Financial Planning
  • Life Insurance
  • Social Security Strategies
  • Small Business Ownership
  • Cash Flow Analysis
  • Charitable Giving/Legacy Planning
  • Long Term Care
  • Education & College Funding Strategies
  • Tax Minimization

Our Process

Discovery

We begin this stage during our initial meeting where we get to know one another.

We focus on what your specific needs are and what you want your investment capital to do for you.

 

Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.

We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Implementation

The primary objective of this phase is to successfully implement your investment strategy.

By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitoring & Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.