ROBERT H. PETROCELLI, JR.

Providing holistic financial solutions since 1979.

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Helping business owners address their financial needs at every stage of the business life cycle.

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Using innovative solutions to help individuals and families grow, protect and conserve their wealth.

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About Petrocelli Financial

Services for
Individuals and Families

Services for Business Owners

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.

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Calculators

Newsletters

  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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