Our Services

The process at Pezzillo Financial Group begins with an in depth evaluation of your current financial situation.  Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run.  We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

          Personal 

  • Retirement Strategies 
  • Investments
  • Insurance Planning
  • Tax Strategies **  
  • Charitable Giving
  • College Funding
  • Gifting
  • Long Term Care

          Business/Group

  • Qualified Plan Rollovers/Transfers
  • Buy/Sell Agreements
  • Keogh
  • SEP
  • Healthcare 
  • 401(k), 403(b), TSA's
  • Deferred Compensation Packages 
  • Disability

 

 **Joseph Pezzillo does not provide tax and/or legal advice.  Mr. Pezzillo is willing to work with your tax and legal professional(s)or may recommend services through a professional networking relationship.