Our Team

"Rick Iannucci has been taking care of our financial investments, business planning and life&health insurance plans for close to 20 years. We have never had a problem trusting him to do what is best for us. Rick keeps us informed and has always been diligent to keep a regular schedule of financial reviews. He always has our best interests at heart. We have had no issue referring Rick to any family and friends."

"Rick has been my Financial Advisor since 2003. Rick is very knowledgeable and keen about his profession. I feel comfortable that his recommendations are always with my best interests in mind.
In 2014 I introduced him to my new wife. He made her feel comfortable right away whereby she proceeded to consolidate her investments, moving her accounts with 3 other firms over to Rick.
We both highly recommend Rick and have great faith that he will keep us informed, as well as keep our family on the path to success."

"Calm, pleasant, insightful and competent, these are the words that come to mind when I think of Rick Iannucci, Investment Advisor with Manulife Securities. I am therefore confident to have Rick manage my investments and my accounting firm Stratking Accounting and Tax Professional Corporation is proud to be associated with his firm."

"Rick is the perfect balance of educator and advisor. He is both patient and attentive. He is knowledgeable, professional, and very organized. In other words, he inspires confidence. He’s proficient working with investors of any age or risk tolerance and I have no hesitation recommending him to others. In fact, I already have!"

"I have known Rick for almost 10years and recognized him from day one to be a professional who takes his work seriously and cares for his clients. Rick has an in-depth knowledge of the financial markets and meets regularly with various industry experts and strives to educate himself in order to keep up to date on what is happening in the financial world.
I feel fortunate to have met Rick. He stays in touch on a regular basis whether the markets are good or bad. In fact I can count on him calling when the markets are in turmoil, to provide any relevant insight and guidance. It is very easy to get a hold of Rick for any questions or concerns I may have, and have all the faith in Rick and his office to follow through on servicing my needs.
I too work in financial services and refer my clients for his specialties with great confidence.”