Financial Planning for Your Business and Family
 
Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems..... owners who know when to ask for help..... owners who know how to hire "expertise."
 
My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions.

Patrick A Di Cerbo, CLU®, ChFC®, AEP®, MSFS, CFP®

Financial Representative

  • Office 518-690-7961
  • Mobile 518-281-8200

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck