Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

WHO WE ARE

WHAT WE DO

HOW TO REACH US

PERROTTO PRIVATE WEALTH
149-21 84TH STREET
HOWARD BEACH, NY 11414
718-551-7131 (D)
Dave@Perrottowealth.com

  • Black Twitter Icon
  • Black Facebook Icon
  • Black LinkedIn Icon

Investment Advisory Services are offered through Bright Futures Wealth Management and/or Cetera Advisors LLC registered investment advisers.  Securities are offered and sold through Cetera Advisors LLC, - A registered broker dealer. Member FINRA, SIPC. Bright Futures Wealth Management and Cetera Advisors LLC are not associated entities. Cetera is under separate ownership from any other company. Bright Futures Wealth Management is under separate ownership from any other company. Perrotto Private Wealth is under separate ownership.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.CeteraAdvisors.com

 

Copyright © 2018 Perrotto Private Wealth Management. All rights reserved

Our approach is unusual in the life insurance industry. We make clients aware of all the best life insurance options for new or existing insurance by bringing multiple quotes from different companies, we then give client's the option to choose who they would like to use, and give the benefits and downfalls of each.  For new insurance policies, we provide independent evaluations of proposals and projections and recommend the companies and products likely to offer the best value. We also review the performance of existing insurance policies as most of them are not performing nearly as well as the projections made when the policies were sold. Many “permanent” insurance policies are on course to under perform, without corrective action, before the deaths of the insured.

We also help small business owners obtain business overhead insurance, as well as disability insurance. We also help along with the client's attorneys to come up with creative ways to reward and retain talent, such as split level dollar compensation plans. 

We can also get business valuations done for clients if partner's would like a cross buy-sell agreement or to bring in other partners. 

Protecting your estate, business, or family, Perrotto Private will be there, every step of the way, giving you the ease to know you will  be taken care of. 

Advanced Wealth Management