Helping business owners address their financial needs at every stage of the business life cycle. Using innovative solutions to help individuals and families grow, protect and conserve their wealth. The Petrocelli Financial team has one goal that drives us: To over deliver on every promise we make to our clients.
It is the driving philosophy behind our team and all that we do. As a result of this single goal, it is our mission to provide our clients with unparalleled expertise, knowledge and service. Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
It is the driving philosophy behind our team and all that we do. As a result of this single goal, it is our mission to provide our clients with unparalleled expertise, knowledge and service. Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation. Robert H. Petrocelli, Jr. is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AK, CA Insurance #0C84535, CT, FL, IL, NJ, NM, PA, VA.
The Petrocelli Financial team has one goal that drives us: To over deliver on every promise we make to our clients. It is the driving philosophy behind our team and all that we do. Our team must be qualified with regard to all aspects of the industry and the trends. The industry expertise is integral to help forecast and strategize with our clients for today and their future.
Since 1979, Robert Petrocelli has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives. Building his own business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while managing the taxation of income and assets during the working years and in retirement.
We understand the things that are important to you. And our relationship with you and the process for securing your family's future begins right there. At Petrocelli Financial Services, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning.
Bob and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance.
A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+).
A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+).
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