Petrocelli Financial Services LLC | New York , NY

Providing Holistic Financial Solutions
Since 1979

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Our Mission

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. 

Expertise

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.

Knowledge

Our team must be knowledgeable about our clients. By understanding our clients’ needs and goals, we build the proper customized programs and the most practical and efficient processes for them.

Service

Our team must provide constant support and dedicated service to all of our clients. Excellence in Service has been our hallmark since 1979.

How We Help

Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.

Forbes 2024, 2023 and 2022
Top Financial Security Professional

Forbes 2024

In 2024, 2023 and 2022, Robert Petrocelli was recognized as one of Forbes’ Top Financial Security Professionals, an honor reserved for a select few outstanding financial professionals. We are incredibly excited to receive this award, and we are extremely grateful to our clients who made this possible. Thank you for trusting us with your wealth, your business, your family, and your future. We’re looking forward to serving you with excellence for many years to come!

About the Award

Financial professionals earned this recognition based on various criteria such as personal interviews, assets under management, and compliance records. Honorees were chosen by SHOOK Research, an independent research firm. To learn more about their methodology, click here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top FinancialSecurity Professional (FSP) rankings(including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology).FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC