Serving the entire  Bronx, NY, For Financial Planning and InsuranceI am committed to helping you pursue your long-term financial goals. As professionals in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Do I need Life Insurance?
  • How Much Life insurce do I Need?
  • What Type of insurance should I have?
  • How much money may I need in order to retire?
  • Will I be able to retire early?
  • How can I pursue the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. I am committed to you for the long term.

Joseph L.Soricelli Insurance and Financial Service and LPL Financal do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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