Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?*
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Gaspare Cerullo through his affiliation with Avantax Investment Services℠
Gaspare received his Bachelor of Science in accounting from Lehman College. He is a founding partner and a senior partner of Cerullo, LLC accounting firm. In 1986, he received his CPA license and then attained the Personal Financial...
Bernadette is a financial professional with over 35 years of experience in the equity markets. Her area of expertise was on both the “Buy & Sell Side” of equity trading. She spent the majority of her career as an Equity...