Broker Check

2 Research Way, Princeton, NJ 08540

 

Team

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Tom launched his financial services career in 1965 in New York City. In March 1968, he earned the prestigious Chartered Life Underwriter designation from the American College.

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Andy joined Petrone Associates, Inc. in 1997. Prior to joining Petrone Associates, Andy served as Project Manager for the New Brunswick Development Corporation and as an officer of the New Jersey Committee for Economic Growth.

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Michael joined Petrone Associates, Inc. in July 2004. Prior to joining Petrone Associates, Michael practiced law for ten years with Princeton area law firms Jamieson, Moore, Peskin & Spicer and Pepper Hamilton.

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Katie Lippincott, CLU

Brokerage Manager, Disability Income Specialist

(609) 452-9292

Katie Lippincott, CLU is the Disability Insurance Specialist of Petrone Associates, the Guardian Life Insurance Company in Princeton, NJ. Prior to joining Petrone Associates, she was a Regional Sales Manager at Innovative Underwriters,...

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