58197_AJ Pettola_01

A.J. Pettola & Associates is part of a nationwide network of professionals who are experienced in financial planning, employee benefits, and business planning strategies, estate planning and insurance.

Providing Financial Services since 1974, Anthony J. Pettola, Jr, CLU and consultants of A.J. Pettola & Associates have assisted individuals, business owners, professionals and executives to help achieve their financial security objectives for their families and businesses.

By utilizing time-tested and the most current cutting edge planning techniques, competitive products and services, we assist our clients in providing for their family’s financial security, children’s college funding, retirement income, elder and long term care planning.

Our firm provides businesses with competitive products and creative techniques in the area of employee benefits, retirement programs, executive selective fringe benefits and business continuation planning.

Through our retirement plan services division, we provide businesses with competitive retirement plan design and yearly administration, executive fringe benefit services and employee benefit services

We provide a full range of individual and group insurance products, securities, alternative investments and investment advisory services

The firm’s reputation for thoroughness, objectivity and integrity also makes us sought after consultants by many professional advisers, other financial professionals, employee benefit firms, insurance organizations and financial institutions.

Anthony J Pettola Jr, CLU is on the Board of Directors of the Buck County Estate Planning Counsel, a Managing Partner of Xpress Health Care, LLC and in the past has been active in the National Association of Insurance & Financial Advisers, Society of Financial Service Professionals and the Bux-Mont Pennsylvania Society of Public Accountants.

Check the background of Ameritas Investment Corp. or this investment profession on FINRA’s BrokerCheck

 

 

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Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and A.J. Pettola & Associates are not affiliated. Additional products and services many be available through Anthony J. Pettola, Jr. or A.J. Pettola & Associates that are not offered through AIC. Securities products are limited to residents of STATES; Pennsylvania, New Jersey, New York, Delaware, Maryland, Florida, Indiana, Massachusetts, New Mexico, Kentucky, North Carolina, Virginia and West Virginia. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative from A.J. Pettola & Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.