About Us

With a 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

thomas_petrone@glic.com

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.

Andrew E. Petrone

Financial Advisor

(609) 452-9292

andrew_petrone@glic.com

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 Petrone, CFP^®,J.D.*

(609) 452-9292

michael_petrone@glic.com

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...

David Bossio

Investment Specialist

(609) 452-9292

david_m_bossio@glic.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.