P. Nick Petronelli Jr., CRPC, CMFC

P. Nick Petronelli Jr., CRPC, CMFC

Registered Principal/Investment Advisor Representative

Phone: 508-802-6488
Fax: 508-822-4962
E-mail:
 

Paul "Nick" Petronelli has over 20 years of 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).

Nick focuses in developing and implementing retirement and estate plans for private clients and small business owners.  The firm incorporates financial planning techniques to help minimize income and estate taxes, and utilizes investment management strategies in order to focus on capital preservation and multi-generational wealth management.

Nick is a Financial Advisor and an Investment Advisor Representative with Voya Financial Advisors.