ABOUT US

For twenty years, Tony Coccarelli created, implemented and monitored financial plans and portfolios for his clients at a nationally recognized and well-respected financial services firm. Now, as an independent advisor, he has the freedom to examine and research the large “universe” of financial products and recommend an objective plan specific to your needs.

Tony is a Chartered Retirement Planning Counselor (CRPC). He’s a member of the National Association of Insurance and Financial Advisors (NAIFA) and has qualified for the insurance industry’s prestigious Million Dollar Roundtable. In addition, he’s a member of the National Ethics Association, a leading advocate for business ethics in the financial services industry, and is an Infinite Banking Concepts authorized practitioner.

To schedule a time to discuss your financial future, please contact us at (214) 234-8414 or at tony@tonycoccarelli.com.