2 Research Way
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.
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...
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...
Agency Compliance Officer
Director of Operations