Frank J. Petrocelli, IIIemail
420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Professional Story
Preparing for the next step in life isn’t always easy.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Group Benefits
- Charitable Giving
- Business Succession Planning
- College Funding Strategies
- Estate Planning
- Financial Education
- Student Loan Refinancing
- Retirement Strategies
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
Check the background of this investment professional on FINRA’s BrokerCheck
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