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Business Description:
My goal is to empower my clients with a solid, actionable financial plan
to allow them to enjoy an active and successful retirement - on their own
terms. I will put my experience to work for you developing investment,
tax planning and estate planning strategies - all aimed at maintaining
your financial independence and lifestyle. You've worked hard. Now, as
retirement approaches, it's your turn to redefine the second half of your
life.
Mark E. Pericolosi is licensed/registed to do business with U.S.
residents only in the states of NY, NJ, CT, NH, ME, FL, NM, SC and WI. .
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