Petruzzelli Financial Services – Investment Management and Strategic Wealth Planning

Proactive Planning

for a confident future

Petruzzelli Financial

We are dedicated to providing investment management and strategic wealth planning.

Our Approach

Simply put, we strive to be our client’s trusted advisor.

Learn More

Protection Strategies

The key is to provide objective opinions that are designed to pursue long term investment results.

Learn More

Wealth Management

Financial advice should help you choose only those products that work towards your current and future goals.

Learn More

Contact Us

Let’s get started! Send us a message or give us a call.

Learn More

Let’s Talk!

About Petruzzelli Financial

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a wealth planning and financial services firm, our primary focus is to provide objective opinions that are designed to pursue long term investment results.

Learn More

Human Hand Drawing Retirement Plan Growth Concept

Wealth Management

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a wealth planning firm, our primary focus is to provide objective opinions that are designed to pursue long term investment results.

Learn More

"Provide clients with such a memorable experience, they tell others about us."

"My Mission is Becoming Your Trusted Advisor & Advocate"

"As a fiduciary*, we are ethically bound to act in your best interests."

*When providing advisory services

INSURANCE & PROTECTION STRATEGIES

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide objective opinions that are designed to pursue long term investment results.

Learn More