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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.

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Get In Touch


1300 Concord Terrace, 5th Floor
Sunrise, FL 33323

(954) 958-4258
RPetrocelli@ft.newyorklife.com

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Disclosure

Robert 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 in the states of AK, AL, AR (AR Insurance License #432848), AZ, CA (CA Insurance License #0C84535), CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Petrocelli Jr is licensed and authorized to offer insurance in California and Arkansas, but Petrocelli Financial Services LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Robert Petrocelli Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1300 Concord Ter Fl 5, Sunrise, FL, 33323, 954-958-4258. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SD, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Petrocelli Jr is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Petrocelli Financial Services LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Petrocelli Financial Services LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

LOCATION

1300 Concord Ter Fl 5

Sunrise, FL 33323

Petrocelli Financial Services LLC > Logo

CONTACT US

(954) 958-4258
rpetrocelli@ft.NewYorkLife.com
  • ABOUT
    • Our Founder
    • Strategic Alliances
    • Community Involvement
    • Where We Work
  • EXPERTISE
    • Our Process
    • Employee Benefits
    • Business Solutions
    • Personal Solutions
    • Working with Other Professionals
  • EDUCATION
    • In The Press
    • Guideposts
    • Nautilus Blog
    • Video Library
    • Nautilus Navigator
  • CONTACT US
  • CLIENT LOGIN
    • New York Life
    • NYLIFE Securities

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf