Personal Solutions : Petrocelli Financial Services LLC | New York , NY

Personal Solutions

Petrocelli Financial provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

  • Estate Planning
  • Asset Protection
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers
  • Special Needs Planning
  • Navigating Income Tax
  • Charitable Planning