Petrocelli Financial Services, LLC
Financial Services - New York, New York, United States
Petrocelli Financial Services, LLC Employees
Petrocelli Financial Services, LLC Details
The Petrocelli Financial team is driven by one goal: To exceed our client's expectation while meeting every promise. It is the driving philosophy behind all that our team does. As a result of this goal, it is our mission to provide our clients with expertise, knowledge and service. Our team is made up of qualified individuals, knowledgeable of all aspects of the industry and the trends. Industry expertise is integral to help forecast and strategize with our clients for today and their future. Our team must also be knowledgeable about our clients. By understanding our clients' needs and goals, we build the proper customized plans and the most practical and efficient processes for them.Our team provides constant support and dedicated service to all of our clients. Excellence in Service has been our trademark since 1979.Robert H. Petrocelli, Jr. is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 120 Broadway, 29th Floor, New York, NY 10271, (212) 261-9530. I am not licensed in all jurisdictions. Neither Robert H. Petrocelli, Jr. nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Petrocelli Financial Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
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