ROBERT H. PETROCELLI, JR.

ROBERT H. PETROCELLI, JR.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Manhattan General Office at 120 Broadway,212-261-0200. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

I started in the insurance business with New York Life in April 1979.

Personally:

  • The New York Life Insurance Company Manhattan G.O. 2007 Agent of the Year
  • Elected as a representative for The New York Life Insurance Company's 2003 AAC
  • Life and Qualifying Member of the Million Dollar Round Table (MDRT)*
  • Current Member of of the MDRT Top of The Table*
  • Recipient of the National Quality Award and National Sales Achievement Award
  • Member of the New York Life Insurance Company's Chairman's Council
  • Nine Time Qualifier for Chairman's Council
  • Current Member of the Chairman's Cabinet
  • 2x Winner of The New York Life Insurance Company's Senior VP's Award
  • Member of the NAIFA
  • Twelve Time Centurion
  • Past member of the Board of Directors for Helping Hands for the Homeless and Hungry of Westchester
  • Past Member of the Board of Directors for Rye Youth Soccer

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.



*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Robert H. Petrocelli, Jr. is licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AK, CA Insurance #0C84535, CT, FL, IL, NJ, NM, PA, RI, VA. No insurance business may be conducted outside these states referenced.

Robert H. Petrocelli, Jr. is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, MA, NJ, NY, PA. No offers may be made or accepted from any resident outside the specific states referenced.

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

Robert H. Petrocelli, Jr. is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

More Newsletters →