Petrocelli Financial Services, LLC

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Democratic Republic of the
Petrocelli Financial Services, LLC

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 fut

ure. 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

15/06/2026

: “The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson

12/06/2026

Gen Z is leading the charge on work-life balance—prioritizing flexibility, purpose, and wellbeing in the workplace. Discover how their mindset is shaping the future of work.

Despite the layoffs and the disruption to the job market, Gen Z appears committed to prioritizing their work-life balance.

08/06/2026

: “The key to abundance is meeting limited circumstances with unlimited thoughts.” - Marianne Williamson

05/06/2026

Does your retirement plan have holes? The three to five years before retiring are the perfect time to stress test and catch issues early. Click to read more and prepare confidently.

Does your retirement plan have holes in it? Find out now while there's still time to make important repairs.

01/06/2026

: “Do you have the talent?” is rarely the question. “Do you have the guts to finish?” is the real question.” – Orrin Woodward

25/05/2026

: "The secret to success is to know something nobody else knows."-- Aristotle Onassis

22/05/2026

Check out these 8 creativity tips for entrepreneurship. From carving out time to embracing failure to fuel your growth and innovation. Click to read more…

by Raymond J. Keating – Creativity usually is defined as the use of imagination or original ideas, and more often than not it’s applied to the arts. To create means to bring something into existence. Make no mistake, though, creativity is essential to the art of entrepreneurship. Entrepreneurshi...

18/05/2026

: "There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality."-- Anthony Robbins

15/05/2026

Worklife balance isn’t about equal hours, it’s about harmony between career and personal life. Explore what it really means and why it matters…

What Does Work-Life Balance Mean? Work-life balance refers to the equilibrium between professional responsibilities and personal life, ensuring that individuals have sufficient time and energy for work, family, hobbies, and rest. Achieving work-life balance involves managing work commitments while p...

Adresse

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

Téléphone

+19549584258

Site Web

http://www.robertpetrocelli.com/

Notifications

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