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Peter Marzullo

Financial Advisor

Helping Clients Succeed Financially

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

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Services

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.

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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.

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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.

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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.

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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.

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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.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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