ROBERT H. PETROCELLI, JR. NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023 - News Summed Up

ROBERT H. PETROCELLI, JR. NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2023


New York Life has known for quite sometime what a valuable asset Robert has been to our family and to many families and businesses in our community.” — Rob RecineSUNRISE, FL, USA, August 10, 2023/ EINPresswire.com / -- Robert Petrocelli from the South Florida General Office of New York Life has been listed on the 2023 Forbes Top Financial Security Professionals Best-in-State list. Some of the core areas he helps his clients with include comprehensive benefits management, business continuation planning, estate and legacy planning, charitable planning, retirement planning, wealth strategies, and deferred compensation. FSP refers to professionals who are properly licensed to sell life insurance and annuities. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. SHOOK is a registered trademark of SHOOK Research, LLC.Petrocelli Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.


Source: Forbes August 10, 2023 19:05 UTC



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