Petrocelli Financial Services, LLC

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Petrocelli Financial Services, LLC

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We specialize in estate and business planning, employer benefits, and financial strategies. It is the driving philosophy behind our team and all that we do.

The Petrocelli Financial team has one goal that drives us: To over deliver on every promise we make to our clients. As a result of this single goal, it is our mission to provide our clients with:

Expertise: Our team must be experts 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. Robert H. Petrocelli, Jr. is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies. is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. is licensed to offer mutual funds and variable products. Petrocelli Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. Neither Petrocelli Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. is not licensed in all jurisdictions. AR License #432848,
CA License

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

1300 Concord Terrace, 5th Fl
Sunrise, FL 33323
(954) 958-4258

02/11/2026

: “Failure defeats losers, failure inspires winners.” - Robert T. Kiyosaki

30/10/2026

Retirement planning can feel overwhelming, but helpful tools are available to estimate costs, calculate savings, and explore options. Read the article to discover useful retirement planning resources that can support your journey.

Use online tools to create a retirement plan. Manage your finances, calculate Social Security benefits, and look up the cost of living where you might retire.

26/10/2026

: “Football is like life - it requires perseverance, self-denial, hard work, sacrifice, dedication and respect for authority.” ― Vince Lombardi

23/10/2026

Are money mistakes holding you back? Learn the 7 most common pitfalls and simple fixes to take control of your finances and reach your goals.

Stop making these 7 common money mistakes! Learn how to fix bad financial habits and build real wealth, without shame or overwhelm.

19/10/2026

: “Give me six hours to chop down a tree and I will spend the first four sharpening the axe. “~Abraham Lincoln

16/10/2026

Succession planning isn’t an event — it’s a strategy. Here’s a beginner’s guide to help small business owners start planning how leadership will transition and protect their legacy.

Business succession planning develops your next round of company leaders. Are you prepared? Here's what to know about creating an effective plan.

12/10/2026

: “We are all faced with a series of great opportunities brilliantly disguised as impossible situations.” -Charles Swindoll

09/10/2026

Does your small business need a financial advisor? This article explores when it might be time to bring in expert strategies…

Discover how a small business financial advisor can help you achieve financial stability, streamline operations, and plan for sustainable growth.

05/10/2026

: “High expectations are the key to everything.” – Sam Walton

02/10/2026

This article from Forbes talks about why the rich get richer and the poor get poorer…

The United States economy is currently exhibiting a "K-shaped" dynamic, which means that the wealthy are benefiting from asset appreciation, while middle and lower income groups are confronting higher costs and financial strains.

Adresse

1300 Concord Terrace, 5th Fl
Democratic Republic Of The
33323

Téléphone

+19549584258

Site Web

http://www.robertpetrocelli.com/

Notifications

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