Petruzzelli Financial Services - Longmeadow, Massachusetts

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Petruzzelli Financial Services: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Petruzzelli Financial Services presents itself as a dedicated resource. Located at 123 Dwight Rd, Longmeadow, MA 01106, and easily accessible with a wheelchair accessible entrance and wheelchair accessible parking lot, the firm strives to provide personalized and comprehensive financial strategies. Their commitment to accessibility underscores a thoughtful approach to client service. Contact them directly at Phone: 37543468 or visit their website at Website: petruzzellifinancial.com. Currently, Petruzzelli Financial Services has 0 reviews on Google My Business, reflecting a nascent online presence, yet the foundation for a reliable service is evident.

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About Petruzzelli Financial Services

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Petruzzelli Financial Services specializes in providing tailored financial planning services. They understand that every client's situation is unique and requires a customized approach. The firm's philosophy centers around building long-term relationships based on trust and transparency. They assist clients with a wide range of needs, including retirement planning, investment management, education funding, estate planning, and insurance needs. Their experienced team works diligently to understand each client's goals, risk tolerance, and financial circumstances, then develops a strategy to help them achieve their objectives. The firm’s core values emphasize integrity, diligence, and a client-centric mindset. They believe in proactive communication and ongoing support throughout the entire process.

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Key Features and Accessibility

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• Accessibility: Petruzzelli Financial Services is committed to inclusivity. Features such as a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom demonstrate this dedication.

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• Personalized Planning: The firm’s approach is not a one-size-fits-all solution. They create bespoke plans based on individual client needs.

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• Comprehensive Services: They offer expertise in several key areas of finance, including retirement, investments, education, estate planning, and insurance.

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• Appointments Recommended: While convenient communication methods are likely available, scheduling an appointment is recommended to ensure dedicated attention and a thorough discussion of your financial situation.

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Location and Contact Information

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The firm’s physical location at 123 Dwight Rd, Longmeadow, MA 01106 provides a local hub for clients. This allows for face-to-face meetings, fostering a stronger connection and facilitating a more collaborative approach. Their phone number, 37543468, is readily available for inquiries and appointment scheduling. The website, petruzzellifinancial.com, offers further information about the firm's services and team. It is important to note that the contact page on their website is a valuable resource for direct communication.

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Client Feedback and Reputation

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Currently, Petruzzelli Financial Services has 0 reviews on Google My Business, indicating a limited public feedback record at this time. The average opinion: 0/5 reflects this lack of established reviews. However, the absence of reviews does not necessarily diminish the firm’s capabilities; it simply suggests a newer entity or a recent shift in its online presence. As the firm continues to grow and serve more clients, it’s expected that more reviews will emerge, providing valuable insights for prospective clients. It’s advisable to seek independent recommendations or testimonials from trusted sources to gain a more comprehensive understanding of the firm’s performance.

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Recommendations for Prospective Clients

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For those considering Petruzzelli Financial Services, several recommendations are worthwhile. First, it’s highly suggested to schedule an appointment to discuss your specific financial goals and circumstances. This allows the team to gain a deeper understanding of your needs and tailor a plan accordingly. Second, thoroughly review the firm's website, petruzzellifinancial.com, to familiarize yourself with their services and approach. Third, while there are currently no online reviews, proactively seeking references or speaking with existing clients (if possible) can provide valuable insights. Fourth, given their commitment to accessibility, confirm that the wheelchair accessible features meet your specific requirements. Finally, prioritize open communication with the financial planner to ensure alignment and transparency throughout the planning process. The firm’s dedication to personalized service and accessibility makes them a potentially valuable partner in achieving your financial aspirations. They aim to be a trusted advisor, guiding clients through the complexities of the financial landscape.

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