Mj Petretto, Lutcf

Mj Petretto, Lutcf Email and Phone Number

Financial Advisor | President with Retirement Planning Group specializing in Retirement | Estate | Insurance Planning @ Retirement Planning Group
connecticut, united states
Mj Petretto, Lutcf's Location
New York City Metropolitan Area, United States
Mj Petretto, Lutcf's Contact Details

Mj Petretto, Lutcf work email

Mj Petretto, Lutcf personal email

n/a
About Mj Petretto, Lutcf

Celebrating 27 Years in Business! 1993-Present As President of Retirement Planning Group LLC, I enjoy working with individuals, families, and business owners on their retirement, estate planning, and insurance needs. Taking complicated issues and making them easy-to-understand relatable in today's ever-changing financial market is an important part of clients feeling secure as they head toward retirement.At Retirement Planning Group LLC, our desire is to help our clients build financial security and stability with the highest level of customer satisfaction through personal and professional service. Our philosophy is to help provide a current foundation of capital protection and then develop sound financial strategies balanced with an acceptable range of risks that achieve long-term objectives. We are committed to building long-term relationships that are mutually beneficial and pledge to take care of details.

Mj Petretto, Lutcf's Current Company Details
Retirement Planning Group

Retirement Planning Group

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Financial Advisor | President with Retirement Planning Group specializing in Retirement | Estate | Insurance Planning
connecticut, united states
Website:
rpgroupllc.com
Employees:
8
Mj Petretto, Lutcf Work Experience Details
  • Retirement Planning Group
    President
    Retirement Planning Group 1993 - Present
    Guilford, Ct
    As President of Retirement Planning Group, I am responsible for our clients' overall financial needs. With an extensive background in complicated business and estate conservation issues associated with individuals, families, and expanding businesses, I am able to serve my clients and ensure they are getting the best possible recommendations.At Retirement Planning Group, our services include:- Retirement Planning- Estate Planning- Insurance Planning- Investment Planning- Wealth Management- Business SolutionsWe will work with you to review your individual situation and personal objectives, analyze and review your needs, develop and implement a strategy to help you achieve your goals, coordinate your financial activities, and monitor progress. Our philosophy is to help provide a current foundation of capital protection and then develop sound financial strategies balanced with an acceptable range of risks that achieve long-term objectives.
  • M.J. Petretto Foundation
    Founder
    M.J. Petretto Foundation 2009 - Present
    Guilford, Ct
    The M.J.Petretto Foundation helps fund local organizations which support education, health, and quality of life to build stronger Connecticut communities. In its very first year, the foundation raised $10,000 for the Spinal Cord Injury Program at Gaylord Hospital.

Mj Petretto, Lutcf Skills

Retirement Plan Consulting Humanitarian Financial Services Operations Management Estate Planning Investment Strategies Community Outreach Wealth Preservation Planning Financial Education Life Insurance Retirement Entrepreneurship Insurance Financial Advisory Mutual Funds Fixed Annuities Strategic Planning Customer Service Wealth Management Wealth Management Services Asset Management Asset Allocation Asset Protection Income Protection Retirement Income Strategies Fixed Income Strategies Retirement Planning Retirement Savings Retirement Solutions Health Insurance Investments

Frequently Asked Questions about Mj Petretto, Lutcf

What company does Mj Petretto, Lutcf work for?

Mj Petretto, Lutcf works for Retirement Planning Group

What is Mj Petretto, Lutcf's role at the current company?

Mj Petretto, Lutcf's current role is Financial Advisor | President with Retirement Planning Group specializing in Retirement | Estate | Insurance Planning.

What is Mj Petretto, Lutcf's email address?

Mj Petretto, Lutcf's email address is lu****@****nts.com

What are some of Mj Petretto, Lutcf's interests?

Mj Petretto, Lutcf has interest in Social Services, Community Projects, Awareness Initiatives, Volunteering.

What skills is Mj Petretto, Lutcf known for?

Mj Petretto, Lutcf has skills like Retirement Plan Consulting, Humanitarian, Financial Services, Operations Management, Estate Planning, Investment Strategies, Community Outreach, Wealth Preservation Planning, Financial Education, Life Insurance, Retirement, Entrepreneurship.

Who are Mj Petretto, Lutcf's colleagues?

Mj Petretto, Lutcf's colleagues are Linda Remington, Alan Schwartz, Sherrie Ahern.

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