Petruso Financial Services - Pete Petruso

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Petruso Financial Services - Pete Petruso http://www.petrusofinancialservices.com We have considerable knowledge and experience in both the investment and insurance industries. Peter M. Mr.

Petruso Financial Services is an independent firm that offers a wide spectrum of options for assisting our clients in planning for and managing their retirement. Our firm is here to assist you in planning for your retirement and monitoring your Financial Wellness. Our firm brings years of industry experience to help build lasting relationships with our clients. We strive to provide information and

knowledge to our clients to help them make informed business decisions. Our goal is to help our clients grow, protect and eventually distribute their assets. We provide unbiased, independent advice with our clients’ best interest in mind. Petruso is an independent financial advisor with over 35 years of experience. He started in the Financial Services industry June of 1975 with John Hancock Financial. For the past 26 years, Mr. Petruso has focused his practice in retirement planning and investment management for retirees and pre-retirees. Petruso is a member of Ed Slott’s Master Elite IRA Advisor Group™. To become a member, an advisor must meet certain requirements and be accepted by Ed Slott, CPA, a nationally recognized expert on all issues relating to retirement accounts, specifically IRAs, and is cited as “The Best” source for IRA advice by The Wall Street Journal. An effective financial advisor must demonstrate strength in understanding the complicated issues related to taking distributions from retirement accounts as well as a professional commitment to providing the best possible advice to clients. This group is personally trained by Mr. Slott and his team of IRA experts. Training involves multiple live sessions as well as ongoing instruction throughout the year. Petruso is also an advisor member with H.S. Dent, a Harvard trained economist, who's
company provides a long term economic forecasting technique based on the study of, and changes in, demographic trends and their impact on our economy. PROFESSIONAL LICENSES & DESIGNATIONS
Registered Representative, Series 6, 7 & 63
Life Insurance Agent
Investment Adviser Representative, Series 65

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