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Petrocelli Financial Services LLC

(on broadway)
Financial Services in New York, NY
Financial Services

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

120 Broadway
New York, NY
10271

About

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, knowledge, and service. Our team is qualified 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. Our team is 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. Our team provides constant support and dedicated service to all of our clients. Excellence in Service has been our hallmark since 1979.

Latest

Monday Motivation: "Tough times don’t last. Tough people do." – Robert H. Schuller
Here are some ways we can avoid workplace burnout, even in the midst of a pandemic... THRIVEGLOBAL.COM Avoiding Burnout in the COVID-19 Era – Edward McCall Rotan II
Before you give your business to your children, you should set expectations first. Take a look at this article… BUSINESSOBSERVERFL.COM Avoid seller’s remorse when selling a business — to family | Business Observer | Business Observer
Bob celebrated his birthday on Saturday with great friends and family. We hope you had a wonderful birthday weekend, Bob! Happy birthday!
Monday Motivation: "Hustle until you no longer need to introduce yourself." - Anonymous
Monday Motivation: "There is no traffic jam along the extra mile." --Roger Staubach
How much of your income goes to Uncle Sam in the form of taxes? Watch this video to see how Robert increases the amount of tax-free income he has and reduces the amount he gives to the government. Then, let’s get together to look at what’s in your buckets. https://vimeo.com/398357711/c9d879d811
Around this time last year, Bob was on the main platform as the 2019 Council President at New York Life’s Executive Council meeting in Seattle along with 3,000 other New York Life agents. Here is a picture of him and the rest of the Executive Council qualifiers from the Manhattan General Officer on the main stage. The theme for the meeting was Thumbs up because “WINNERS WIN”!
Monday Motivation: "I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear." – Nelson Mandela
A new bundle of joy doesn’t have to mean extreme changes to a successful financial future. Here are a few key spending and saving steps parents can take to prepare... KTRS.COM Together Credit Union — Saving Steps for Growing Families - The Big 550 KTRS
Bob was privileged to be a featured speaker at the New Org meeting of the New York Life Manhattan office. Being able to share his career path and business model with over 200 participants was truly an honor. What a great way to kick off the 4th Quarter!
Monday Motivation: "He who is not courageous enough to take risks will accomplish nothing in life." – Muhammad Ali
Monday Motivation: "The path to success is to take massive, determined action." – Tony Robbins
Here is the question many pre-retirees and retirees will need to answer… FORBES.COM The Question Many Pre-Retirees And Retirees Will Need To Answer
Take a look at these tried and tested tips to establish your work-life balance as a freelancer… INFLUENCIVE.COM Tried-and-Tested Tips to Establish Your Work-Life Balance as a Freelancer
Managers can be successful in managing a multigenerational team by following these five powerful tips... FORBES.COM 5 Powerful Tips That Will Help You Manage Your Multigenerational Workplace
One year ago today Bob gave his main platform speech in Rome as New York Life’s 2019 Council President. Here is a picture of him with his wife Anne, son Chris and his girlfriend Chelsea Wood after his speech.
Monday Motivation: "Pessimism leads to weakness, optimism to power." – William James
Employees say work-life balance is better since the pandemic began, but company culture may be under pressure... HCMTECHNOLOGYREPORT.COM Remote Workers Feel Strains in Culture, See Better Work-Life Balance - HCM Technology Report
Monday Motivation: "There are two types of people who will tell you that you cannot make a difference in this world: those who are afraid to try and those who are afraid you will succeed." Ray Goforth
Monday Motivation: "I've worked too hard and too long to let anything stand in the way of my goals." Mia Hamm
If you are investing in Section 529 college savings plans for your children or possibly for grandchildren, check out this article... FEDWEEK.COM An Education in 529 Plan Ownership
Monday Motivation: "If you love your work, you’ll be out there every day trying to do it the best you possibly can, and pretty soon everybody around will catch the passion from you – like a fever." ~ Sam Walton
Happy birthday to Maria Gaitanis! All of us at Petrocelli Financial wish you a day of happiness!
Here are some great tips on how to determine employee salary ranges… BUSINESSNEWSDAILY.COM How to Determine Salaries for New Employees - businessnewsdaily.com
Learn how you can achieve success in almost any endeavor by harnessing the power of entrainment in this interview with Paul Karasik of the Business Institute. https://vimeo.com/288601918/ae8f8f8b1f
Monday Motivation: "Chop your own wood and it will warm you twice." ~ Henry Ford
Here are 5 tips for hiring employees for your small business… LEGALREADER.COM 5 Tips for Hiring Employees for Your Small Business - Legal Reader
Monday Motivation: “There’s the whole world at your feet.” – Mary Poppins
Take a look at these 3 tips to help you regain work-life balance after working from home for 6 months… PSYCHCENTRAL.COM 3 Tips to Regain Work-Life Balance After Working from Home for 6 Months
Monday Motivation: "Hustle until you no longer need to introduce yourself." - Anonymous
Sharing our success is just one way we show our appreciation to policy owners. Talk to me about how you can protect your future and benefit from our financial strength. #GoodAtLife NEWYORKLIFE.COM Mutuality and Dividends | New York Life Insurance Company
Monday Motivation: "Tough times don’t last. Tough people do." – Robert H. Schuller
Take a look at how this 25-year-old business owner created an app to help you decide how to spend date-night… FORBES.COM How A 25-Year-Old Created A Tinder-Style App That Will Transform Your Next Trip
Monday Motivation: "Passion first and everything will fall into place." – Holly Holm
Check out these 4 ways companies can foster a culture of giving back… ENTREPRENEUR.COM 4 Ways Companies Can Foster a Culture of Giving Back
Monday Motivation: "It’s not about perfect. It’s about effort." – Jillian Michaels
Happy New Year!
Here are 3 simple hacks that could help you safeguard your time… FASTCOMPANY.COM 3 simple hacks to help you safeguard your time
Credit is a basic tool of financial independence. Regardless of marital status, women need credit in their own names to build credit... CREDITCARDS.USNEWS.COM Women and Credit: Why Your Credit Matters
Monday Motivation: “The human capacity for burden is like bamboo – far more flexible than you’d ever believe at first glance.” ― Jodi Picoult
The personal-finance website WalletHub released a report on the most charitable states as well as the top picks for best charities for 2021. Check them out... PATCH.COM Most Charitable States for 2021 & Best Charities for 2021
Monday Motivation: “The oak fought the wind and was broken, the willow bent when it must and survived.” ― Robert Jordan
The top reasons why people don’t have an estate plan may sound pretty familiar to you. Take a look at what they are, and what’s at stake... KIPLINGER.COM Don’t Let These Too Common Estate Planning Excuses Stand in Your Way | Kiplinger
Monday Motivation: "The ultimate measure of a man is not where he stands in moments of convenience and comfort, but where he stands at times of challenge and controversy." - Martin Luther King Jr.
Monday Motivation: “Note to self: every time you were convinced you couldn’t go on, you did.” ― Unknown
Did you know that the way your assets are titled can either weaken or strengthen your overall asset protection? Listen to Nautilus CVP Kathryn Rodgers explain how the assets should be titled to provide a greater level of protection from creditors, forced liquidations, or ex-spouses, and then let’s talk. https://vimeo.com/328698505/ee57f2adcf
Monday Motivation: "The greater the struggle the more glorious the triumph." - Nick Vujicic
This article shares some great tips to help children develop intrinsic motivation to read... EDWEEK.ORG 'Allow Time for Children to Read Whatever They Want' (Opinion)
One year ago today the Winter issue of the NYLIC Review arrived at Bob's client's homes and offices. What a great memory!
Take a look at the one thing every business owner needs to do to protect their legacy... CNBC.COM The No. 1 thing every business owner needs to do to protect their legacy
Monday Motivation: "The greater the struggle the more glorious the triumph." - Nick Vujicic
This article shares some great tips to help children develop intrinsic motivation to read... EDWEEK.ORG 'Allow Time for Children to Read Whatever They Want' (Opinion)
One year ago today the Winter issue of the NYLIC Review arrived at Bob's client's homes and offices. What a great memory!
Is your business in distress? Here’s how you can fix it… FORBES.COM Council Post: Is Your Business In Distress? Here's How You Can Fix It
From all of us at Petrocelli Financial, we would like to wish Nick Celestin, a very happy birthday! Have a great day, Nick!
Monday Motivation: “Life keeps throwing me stones. And I keep finding the diamonds.”– Ana Claudia Antunes
Take a look at the one thing every business owner needs to do to protect their legacy... CNBC.COM The No. 1 thing every business owner needs to do to protect their legacy
Monday Motivation: "The greater the struggle the more glorious the triumph." - Nick Vujicic
This article shares some great tips to help children develop intrinsic motivation to read... EDWEEK.ORG 'Allow Time for Children to Read Whatever They Want' (Opinion)
Check out these 6 retirement habits that you can implement today… INVESTMENTU.COM Saving for Retirement | Building A Better Future | Investment U
Monday Motivation: “One who conquers the sea today is ready to conquer the ocean tomorrow.”– Matshona Dhliwayo
Is your business in distress? Here’s how you can fix it… FORBES.COM Council Post: Is Your Business In Distress? Here's How You Can Fix It
From all of us at Petrocelli Financial, we would like to wish Nick Celestin, a very happy birthday! Have a great day, Nick!
Monday Motivation: “Life keeps throwing me stones. And I keep finding the diamonds.”– Ana Claudia Antunes
Take a look at the one thing every business owner needs to do to protect their legacy... CNBC.COM The No. 1 thing every business owner needs to do to protect their legacy
Take a look at the do’s and don’ts of charitable giving… MYLITTLEFALLS.COM The do's & don'ts of charitable giving - My Little Falls
Monday Motivation: “We don’t develop courage by being happy every day. We develop it by surviving difficult times and challenging adversity.”– Barbara De Angelis
Check out these 6 retirement habits that you can implement today… INVESTMENTU.COM Saving for Retirement | Building A Better Future | Investment U
Monday Motivation: “One who conquers the sea today is ready to conquer the ocean tomorrow.”– Matshona Dhliwayo
Is your business in distress? Here’s how you can fix it… FORBES.COM Council Post: Is Your Business In Distress? Here's How You Can Fix It
From all of us at Petrocelli Financial, we would like to wish Nick Celestin, a very happy birthday! Have a great day, Nick!
Monday Motivation: "Winning and losing isn't everything. Sometimes, the journey is just as important as the outcome." Alex Morgan
Check out this estate planning checklist for you (and your heirs) that could help you hold on to more of your hard-earned money... KIPLINGER.COM 13 Smart Estate-Planning Moves | Kiplinger
Take a look at the do’s and don’ts of charitable giving… MYLITTLEFALLS.COM The do's & don'ts of charitable giving - My Little Falls
Monday Motivation: “We don’t develop courage by being happy every day. We develop it by surviving difficult times and challenging adversity.”– Barbara De Angelis
Check out these 6 retirement habits that you can implement today… INVESTMENTU.COM Saving for Retirement | Building A Better Future | Investment U
Monday Motivation: “One who conquers the sea today is ready to conquer the ocean tomorrow.”– Matshona Dhliwayo
Monday Motivation: "I have learned that success is to be measured not so much by the position that one has reached in life as by the obstacles which he has had to overcome while trying to succeed." ~ Booker T. Washington
Take a look at these 8 time management tips for the busy entrepreneur… FORBES.COM Council Post: Eight Time Management Tips For The Busy Entrepreneur
Monday Motivation: "Winning and losing isn't everything. Sometimes, the journey is just as important as the outcome." Alex Morgan
Check out this estate planning checklist for you (and your heirs) that could help you hold on to more of your hard-earned money... KIPLINGER.COM 13 Smart Estate-Planning Moves | Kiplinger
Take a look at the do’s and don’ts of charitable giving… MYLITTLEFALLS.COM The do's & don'ts of charitable giving - My Little Falls
Monday Motivation: “We don’t develop courage by being happy every day. We develop it by surviving difficult times and challenging adversity.”– Barbara De Angelis
This article talks about how a 403(b) plan differs from a 401(k) plan… INVESTMENTU.COM How Does a 403(b) Plan Differ From a 401(k) Plan? | Investment U
Monday Motivation: "I have learned that success is to be measured not so much by the position that one has reached in life as by the obstacles which he has had to overcome while trying to succeed." ~ Booker T. Washington
Take a look at these 8 time management tips for the busy entrepreneur… FORBES.COM Council Post: Eight Time Management Tips For The Busy Entrepreneur
Monday Motivation: "Winning and losing isn't everything. Sometimes, the journey is just as important as the outcome." Alex Morgan
Check out this estate planning checklist for you (and your heirs) that could help you hold on to more of your hard-earned money... KIPLINGER.COM 13 Smart Estate-Planning Moves | Kiplinger
Take a look at the do’s and don’ts of charitable giving… MYLITTLEFALLS.COM The do's & don'ts of charitable giving - My Little Falls
Preparing your business for sale can be hard. These tools can help you... CTPOST.COM 5 Tools to Help You Exit Your Digital Business
Monday Motivation: "The only difference between success and failure is the ability to take action." ~ Alexander Graham Bell
This article talks about how a 403(b) plan differs from a 401(k) plan… INVESTMENTU.COM How Does a 403(b) Plan Differ From a 401(k) Plan? | Investment U
Monday Motivation: "I have learned that success is to be measured not so much by the position that one has reached in life as by the obstacles which he has had to overcome while trying to succeed." ~ Booker T. Washington
Take a look at these 8 time management tips for the busy entrepreneur… FORBES.COM Council Post: Eight Time Management Tips For The Busy Entrepreneur
Monday Motivation: "Winning and losing isn't everything. Sometimes, the journey is just as important as the outcome." Alex Morgan
Maximize Your Potential: How to Ensure Future Success The most powerful strategy to ensure your success is “entrainment.” Paul Karasik of the Business Institute explains how you can achieve success in almost any endeavor by harnessing the power of entrainment. http://thenautilusgroup.com/nautilusnavigator/karasikhowtoensurefuturesuccessapproved.pdf
Monday Motivation: "It's never too late to change old habits." Florence Griffith Joyner
Preparing your business for sale can be hard. These tools can help you... CTPOST.COM 5 Tools to Help You Exit Your Digital Business
Monday Motivation: "The only difference between success and failure is the ability to take action." ~ Alexander Graham Bell
This article talks about how a 403(b) plan differs from a 401(k) plan… INVESTMENTU.COM How Does a 403(b) Plan Differ From a 401(k) Plan? | Investment U
Monday Motivation: "I have learned that success is to be measured not so much by the position that one has reached in life as by the obstacles which he has had to overcome while trying to succeed." ~ Booker T. Washington

Information

Company name
Petrocelli Financial Services LLC
Category
Financial Services

FAQs

  • What is the phone number for Petrocelli Financial Services LLC in New York NY?
    You can reach them at: 212-261-9530. It’s best to call Petrocelli Financial Services LLC during business hours.
  • What is the address for Petrocelli Financial Services LLC on broadway in New York?
    Petrocelli Financial Services LLC is located at this address: 120 Broadway New York, NY 10271.
  • What are Petrocelli Financial Services LLC(New York, NY) store hours?
    Petrocelli Financial Services LLC store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.