Peter M. Petruso is the president of Petruso Financial Services and is an independent financial advisor with over 38 years of experience. He started in the Financial Service Industry June of 1975 and for the past 28 years, Mr. Petruso has focused his practice in retirement planning and investment management for retirees and pre-retirees. Pete’s planning emphasizes the “big picture,” focusing on the correlations between wealth management and long-term tax planning.
Working with a professional team consisting of a local attorney and a local CPA firm, Mr. Petruso is able help his clients create a complete retirement plan with strategies to:
- Guarantee income
- Provide protection from nursing home expenses
- Avoid unnecessary and unwanted market risk
- Address legacy and tax planning issues
PROFESSIONAL LICENSES & DESIGNATIONS
- Registered Representative, Series 6, 7 & 63
- Life Insurance Agent
- Investment Adviser Representative, Series 65
Petruso Financial Services is an independent firm that offers a wide spectrum of options for assisting our clients in planning for and managing their retirement. We have considerable knowledge and experience in both the investment and insurance industries.
Our firm is here to assist you in planning for your retirement and monitoring your Financial Wellness. Our firm brings years of industry experience to help build lasting relationships with our clients. We strive to provide information and knowledge to our clients to help them make informed business decisions.