Team of Financial Professionals

 

 

 

 

 

 

     

        Joseph M. Pezzillo, CFS, Financial Consultant

                                 President & Founder

 

 

 

 

 

Karla Leone, Lead Assistant to Mr. Pezzillo & Office Manager

 
 
 
 
 
 
 
 
 
 
 
 
Matthew Foley, Registered Representative

 

 

 

 

 

 

Bruce Carnick, Registered Representative

   

 

 

 

 

 

 Kim Traxler (Professional Benefits Source)**Healthcare for groups & individuals  MMM

                                                                                      Macomb, MI

Frank Henke, (Law Firm--Warner, Norcross, & Judd P.C.) **Estate Planning Attorney

Sterling Heights, MI

 Dominick Zack, (Zack & McNeil) **CPA-Accounting Firm

Rochester Hills, MI

 

 

**DISCLOSURE:


 

Mr. Henke, Mrs. Traxler, and Mr. Zack are Estate/Elder Law Attorney, Certified Public Accountant, and Healthcare Advisor that work for private practices in the tri-county area.  Pezzillo Financial Group (PFG) has recommended and worked closely with the attorney, healthcare advisor, and accountant and their firms in cases where clients have requested. PFG is a seperate and unrelated company. QCC and QAM do not provide tax and/or legal advice.