|
|
|||
P. Nick Petronelli Jr., CRPC, CMFCInvestment Adviser Representative
Phone: 508-995-4080 Paul "Nick" Petronelli has over 13 years experience in the financial services industry. He has a Bachelors degree in Social Psychology from the University of Massachusetts Boston, and holds the following securities registrations: 6, 7, 63, 65 and 24 along with a Life and Health Insurance License. Nick has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC). Prior to joining the Sylvia Group, Nick spent most of his career advising clients with assets in company sponsored retirement plans and IRA's on how to invest, distribute and protect their investments from an unnecessary tax burden. Nick is an Investment Adviser Representative with ING Financial Partners. Nick specializes in developing and implementing retirement and estate plans for private clients and small business owners. The firm incorporates planning techniques to minimize income and estate taxes, and utilizes investment management strategies in order to focus on capital preservation and multi-generational wealth management. ![]() About Us
![]() ![]()
![]() |
|||
|
Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in MA. We are registered to sell Securities in FL,MA,NH,NY,RI. *Securities and investment advisory services offered through ING Financial Partners, Member SIPC *Sylvia Financial is not a subsidiary of nor controlled by ING Financial Partners.
[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ] |
|||