Strategic Alliances

New York Life

New York Life

Bob and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/1/15)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/2015. See the ranking here.

 

The Nautilus Group®

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Bob works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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HR360

HR360

Through our strategic partnership with HR360, Petrocelli Financial Services is focused on helping employers enhance their organizations and realize their goals by proving human resource strategies, services, programs, solutions and practices.

We specialize in HR functional assessments, the design and implementation of compensation programs, HR compliance with federal and state regulations, HR leadership staff augmentation, HR Technology Analysis/Support and leadership training.

 

Calculators

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