Petrocelli Financial Services

Petrocelli Financial Services LLC is a leading financial services company based in New York, NY, dedicated to providing holistic financial solutions to individuals, professionals, and businesses. With over 40 years of experience, our team of experts is committed to delivering unparalleled expertise, knowledge, and service to our clients.

Our Mission

Our mission is to over deliver on every promise we make to our clients. We strive to provide our clients with the highest level of expertise, knowledge, and service, ensuring that they receive the best possible solutions to achieve their financial goals. Our team of professionals is dedicated to understanding our clients' needs and goals, and building customized programs to help them protect their wealth and create a secure, meaningful future.

How We Help

Our custom financial solutions are designed to help individuals, professionals, and businesses protect their wealth and achieve their long-term goals. We offer a wide range of services, including investment management, retirement planning, estate planning, insurance services, and more. Our team works closely with our clients to identify their specific needs and goals, and develops tailored solutions to help them achieve financial security and success.

Expertise

Our team of experts has extensive knowledge and experience in the financial services industry. We stay up-to-date with the latest trends and developments, ensuring that our clients receive the most effective and efficient solutions to achieve their financial objectives. Our expertise includes investment management, retirement planning, estate planning, insurance services, and more.

Knowledge

We take the time to understand our clients' unique needs and goals, and develop customized programs to help them achieve financial success. Our team is dedicated to providing exceptional service and support, ensuring that our clients receive the best possible solutions to achieve their financial objectives.

Service

At Petrocelli Financial Services LLC, we pride ourselves on our commitment to excellence in service. We believe that exceptional service is the hallmark of a successful business, and we strive to provide our clients with unparalleled support and guidance every step of the way.

Awards and Recognition

We are proud to announce that our founder, Robert Petrocelli, was recognized as one of Forbes' Top Financial Security Professionals in 2022 and 2023. This prestigious award is a testament to our team's dedication to providing exceptional service and expertise to our clients.