Peter Marzullo

Financial Advisor

Services

  • Planning for RetirementPlanning for Retirement

    Planning for Retirement

    Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

  • IRA InvestmentIndividual Retirement Account (IRA)

    Individual Retirement Account (IRA)

    An IRA lets you save for your retirement and take advantage of tax benefits. Find out ideas on how we can help you reach your retirement goals with an IRA.

  • Estate Planning StrategiesEstate Planning Strategies

    Estate Planning Strategies

    Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

  • The LifeSync® ExperienceThe LifeSync® Experience

    The LifeSync® Experience

    The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you.

  • College Savings PlansCollege Savings Plans

    College Savings Plans

    Saving up for your child’s college education doesn’t have to interfere with retirement goals. Find out how 529 plans and trust funds may work for you.

  • Business ServicesBusiness Services

    Business Services

    Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

contact us

Contact

917.351.2088
One Penn Plaza, 
27th Floor, 
New York, NY  10119
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2024 Outlook: A pivotal year for the economy and markets

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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