Put
Experience and Independence on Your Side
Petrocelli
Group, Inc.
offers a wide selection of financial services and products. Using
our experience and objectivity, we will work closely with you
to coordinate the many aspects of your financial life.
Customized
Financial Solutions
We
benefit from the ability to choose intelligently among the widest
possible range of investment solutions. We will evaluate many
alternatives to select the most appropriate services and products
for your specific needs. In today's complex and diverse investment
markets, an objective, disciplined process over time can be the
key to financial success.
The
Hub of Financial Services
Petrocelli
Group, Inc.
consists of experienced professionals from a range of backgrounds.
We are experts in the fields of investment evaluation, retirement
planning, and estate planning.
We
provide a high level of service combined with a wide array of
financial choices. This combination is necessary in today's complex
and fast moving marketplace.
Elder
Law
Richard
Petrocelli, our president, is a certified financial planner, and
has his Elder Law certification from New York University. He is
also an enrolled agent of the Internal Revenue Service.
Our
Basic Philosophy
"Let's
find the best products and services for the clients"
That's
our credo,
That's
our culture,
There's
no changing that.
We
currently offer:
