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 a Financial Professional with Ameritas Investment Company, LLC where is the local OSJ (Office of Supervisory Jurisdiction); he is also the General Agent for Ameritas Life Insurance Corp.
Tony has lived in Yardley, PA with his wife Debbie since 1990, has 2 living children and six grandchildren.
Anthony J Pettola Jr. offers products and services using the following business name: A.J. Pettola & Associates – insurance and financial services / Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments / Ameritas Advisory Services, LLC(AAS)- investment advisory services. AIC and AAS are not affiliated with Anthony J Pettola, Jr – A.J. Pettola & Associates or any other entity mentioned herein.
For information regarding Ameritas Investment
Company, LLC or this financial professional, please go to:
Products and services are limited to residents of states where representative is registered. 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 representative. Read it carefully before you invest or send money. A representative will contact you to provide the requested information. Representatives of AIC and AAS do not provide tax advice or legal advice. Please consult your tax advisor or attorney regarding your situation.
Edward Pettola
At the age of 19, Ed Pettola founded a Real Estate Development and Land Management Firm focusing on 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. Ed is also associated with AIC in a non-registered capacity.
With firsthand 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. they have 2 daughters and 2 sons.
Steven P. Krasney, J.D., LL.M: – Consultant
Steve has been a practicing attorney since 1979, focusing on 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 instrumental in the preparation of the retirement plan documents and forms.
Steve is an independent contractor not associated with AIC
Steve Krasney currently resides in Philadelphia, PA with his wife Marlene
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