The Petrocelli Group

Petrocelli Group Inc. is a full-service New York based agency that has been in business for over 50 years. We have the skills, the professionalism, and the resources to manage all your financial, insurance, and income tax needs. We are independent insurance agents. We provide quality service, competitive pricing, and offer a wide choice of coverage and loss prevention ideas to help you cut costs. We also provide expert guidance for developing a strong and flexible financial plan. We pride ourselves on our knowledge and ability to offer complete and in-depth individual, estate, trust and business income tax preparation. INSURANCE We are Independent Insurance Agents and can provide you with the coverage and protection you need. We represent leading companies and offer a wide choice of coverage and loss prevention ideas to help you cut costs. We provide quality service, competitive pricing and a broad choice of products, including: Automobile Homeowners Personal Collections: Jewelry, Furs, Fine Arts, Etc. Business Property and Liability Personal and Business Umbrella Professional Liability TAX PREPARATION & PLANNING Since our beginning, over 50 years ago, our firm has provided personal assistance to thousands of clients. We pride ourselves on our knowledge, our concern and our ability to offer complete and in-depth income tax service information and advice. FINANCIAL SERVICES Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It’s more about setting financial goals and learning to use financial strategies that will help you meet your objectives. Our Process The process we follow in completing a total financial strategy consists of: Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance.