Broker Check

Joseph Pezzillo
305 Barclay Circle, Suite 1002
Rochester Hills, Michigan 48307
(248) 641-9200

Team

Ms. Caruso, 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 separate and unrelated company.

 

Joseph M. Pezzillo, CFS

President & Founder, Financial Consultant

(248) 641-9200

(248) 641-9204

Karla Leone

Lead Assistant & Office Manager

(248) 641-9200

(248) 641-9204

Alexa Mika

Personal Assistant to Mr. Pezzillo

(248) 641-9200

(248) 641-9204

Kim Traxler (Professional Benefits Source)**

Healthcare for groups & individuals

(248) 641-9200

(248) 641-9204

Dominick Zack, (Zack & McNeil) **

CPA-Accounting Firm

(248) 641-9200

(248) 641-9204