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:

Expertise
Our team must be qualified with regard to all aspects of the industry and the trends. The industry expertise is integral to help forecast and strategize with our clients for today and their future.

Knowledge
Our team must be knowledgeable about our clients. By understanding our clients’ needs and goals, we build the proper customized programs and the most practical and efficient processes for them.

Service
Our team must provide constant support and dedicated service to all of our clients. Excellence in Service has been our hallmark since 1979.

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    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

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