As
with most other things in life, the key to achieving your
long-term financial objectives is planning. Your goal may
be to fund your children’s college education, protect your
family during your working years, or guarantee your own retirement
security. These things won’t happen by accident. It’s important
to determine what you’d like to achieve financially and then
map out a strategy that will help you meet those goals. The
good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating.
Luckily, you don't have to do it alone. We are trained professionals
who can help you identify your financial needs and then determine
which insurance and financial products can best help you meet
your objectives.
Please use our Web site as a resource, and do not hesitate
to contact
us for
additional information or to schedule a meeting. Thank you
for your interest.
"Amato
L. Berardi" is an agent licensed to sell insurance through
New York Life and may be licensed with various other independent
unaffiliated insurance companies in the states of (PA, NJ,
NY, DE, FL). No insurance business may be conducted
outside these states referenced.
"Joseph A. Auteri, MSFS, AEP" is a Registered Representative
of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer.
In this regard, this communication is strictly intended for
individuals residing in the states of (PA, NJ, NY, DE, MD,
CA, MO, FL). No offers may be made or accepted from
any resident outside the specific states referenced.
"Berardi, Auteri & Associates, LLP" is not owned or operated
by NYLIFE Securities LLC or its affiliates.
"Joseph A. Auteri, MSFS, AEP" is also separately
registered as an investment adviser representative ("IAR"),
under Eagle Strategies LLC, a Registered Investment Adviser,
offering advisory services in the states of (PA, NJ,
NY, DE, MD, CA, MO, FL). As such, these services are
strictly intended for individuals residing in (PA, NJ, NY,
DE, MD, CA, MO, FL).
