Anthony J Pettola, Jr

Anthony J. Pettola, Jr., CLU entered the financial services industry in 1974 with the Penn Mutual Life Insurance Company in Philadelphia, PA. Tony is the Founding Principal of A.J. Pettola & Associates, an organization that provides employee benefits, business secession strategies, estate planning, wealth transfer strategies, investments and insurance programs to the business and professional community; focusing on wealth accumulation, asset preservation, and family legacy planning through leveraged tax reduction as well as planned giving strategies.

He instills the value of integrity in everything he does and over the years has assisted his individual clients in developing their roadmaps to help achieve their goals; be it security for their family, independence in their senior years, family legacy planning, charitable giving, etc.

For our business clients we have developed and secured employee benefits programs, retirement programs, executive benefits to attract and retain high quality personnel, business continuation planning, etc.

As Principal of A.J. Pettola & Associates – Retirement Plan Services, a Third Party Administrator (TPA) his responsibilities include plan recommendations and design, employee education and customer relations.

Tony is an Investment Advisor with Ameritas Investment Corp., where he also is a Supervising Principal and the local OSJ (Office of Supervisory Jurisdiction) with responsibility of overseeing independent securities professionals; he is also the General Agent for Ameritas Life Insurance Company.

Tony is a managing member of Xpress Health Care a network marketing organization providing (non-insurance) discount health care programs and life style programs to individuals and organizations throughout the nation.

Tony has lived in Yardley, PA with his wife Debbie since 1990, has 2 living children and four grandchildren.

Securities and investment advisory services offered through Ameritas Investment Corp. (AIC), Member FINRA/SIPC. AIC and A.J. Pettola & Associates are not affiliated.

 

Edward Pettola

At the age of 19, Ed Pettola founded a Real Estate Development and Land Management Firm specializing in Myrtle Beach resort residential properties. The company oversaw property management teams and worked closely with mortgage brokers and loan agencies.

In 2006, Ed graduated with a Bachelor’s degree in business administration and marketing from the Fox School of Business of Temple University. In his senior year of study, he obtained an internship with ADP, a fortune 100 organization. Ed was given the opportunity to work hand-in-hand with upper management in developing an internship program for the company that would later be duplicated throughout the entire company. Ed was offered a position after college as a District Manager in the Philadelphia area where he obtained numerous sales awards including, Partner of The Year, the 100% club and also managed several large acquisitions within the first year.

In 2008 Ed became a licensed insurance broker. After a few short years working as an independent broker, he obtained a large book of business and joined A.J. Pettola & Associates as a Managing Member. Currently his focus is on employee benefits, executive fringe benefits and insurance for small to medium size companies.

With first hand observation of the struggling economy and health care crisis, Ed Co-founded Xpress HealthCare.   This organization is committed to offering discount healthcare & lifestyle programs to the millions of struggling families while also offering a business opportunity to those who are looking for a change.

Ed Pettola currently resides in Yardley, PA with his wife Arisa.

 

Steven P. Krasney, J.D., LL.M: – Consultant

Steve has been a practicing attorney since 1979, specializing in individual tax and estate planning, retirement planning and trust and estate administration. He is the technical service consultant of the Retirement Services division of the firm. His duties include the calculation of the various retirement program designs in order to determine what structure provides the most desirable results and efficiency, he is also is instrumental in the preparation of the retirement plan documents and forms.

Steve Krasney currently resides in Philadelphia, PA with his wife Marlene

 

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.