Broker Check

With a nearly 50-year history in the Princeton area, Petrone Associates offers thoughtful wealth management, financial planning and insurance services.

HOW WE ARE DIFFERENT

Focus on the Big Picture – We provide comprehensive guidance on cash flow, financial organization, investments and asset allocation, retirement, insurance, tax strategies, social security, Medicare, and estate planning.

Client Advocate – We care about our clients’ financial success and well being.  We focus on the client’s financial goals by developing a long-range plan and client/advisor relationship, and by acting as an advocate for our clients.

Expertise and Professional Experience – We have decades of experience and our team includes a Certified Financial Planner™, financial advisors, a Certified Life Underwriter™, and investment management (Series 66) and General Securities (Series 7) licensees.

Thomas Petrone, CLU

President

(609) 452-9292

[email protected]

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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Andrew E. Petrone

Financial Advisor

(609) 452-9292

[email protected]

Andy has been recognized eleven separate years as a Leaders Club qualifier and has led numerous seminars for Certified Public Accountants in the areas of retirement, qualified retirement plans and risk management strategies. Andy...

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Michael Petrone, CFP®,J.D.*

(609) 452-9292

[email protected]

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. He also served as Of...

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