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The Petrocelli Group

A Full-Service, New York-based Agency.


Petrocelli Group Inc. is a full-service New York based agency that has been in business for over 50 years. We have the skills, the professionalism, and the resources to manage all your financial, insurance, and income tax needs. We are independent insurance agents. We provide quality service, competitive pricing, and offer a wide choice of coverage and loss prevention ideas to help you cut costs. We also provide expert guidance for developing a strong and flexible financial plan. We pride ourselves on our knowledge and ability to offer complete and in-depth individual, estate, trust and business income tax preparation.

Our Services

We’re A Full-Service Agency

We are Independent Insurance Agents and can provide you with the coverage and protection you need. We represent leading companies and offer a wide choice of coverage and loss prevention ideas to help you cut costs. We provide quality service, competitive pricing and a broad choice of products, including:

  • Automobile
  • Homeowners
  • Personal Collections: Jewelry, Furs, Fine Arts, Etc.
  • Business Property and Liability
  • Personal and Business Umbrella
  • Professional Liability

Tax Preparation and Planning

Since our beginning, over 50 years ago, our firm has provided personal assistance to thousands of clients. We pride ourselves on our knowledge, our concern and our ability to offer complete and in-depth income tax service information and advice.

Please feel free to contact our skilled proffesionals to see how the Petrocelli Group, Inc. can help you with your financial needs.

Our Services

  • Trusts
  • Fiduciary Returns
  • Personal Income Tax Returns
  • Estates
  • Partnerships
  • LLC
  • Corporations
  • We are IRS Enrolled Agents (EA’s)

Online Payment for Tax Preparation Services

True Financial Independence

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.

It’s more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Our Process

The process we follow in completing a total financial strategy consists of:

  • Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  • Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  • Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Our Services

Our services cover all areas of financial management, from investment and retirement planning to risk management, funding a child’s education and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

Our Services


insurance

Insurance

Certificate of Insurance
Request a Proposal

incometax

Tax Preparation

Expert Advice
Easy Online Payment

financial

Financial Services

Broad Range
of Products & Services

Certificate of Insurance Form


Please use this form for all evidence of insurance and or certificate requests after completing and providing all required information.



The organization that is requesting COI is the certificate holder. An example of COI holder is landlord, lease holder, and event venue.



If you want COI sent directly to the certificate holder; please provide the following:



If requesting a COI for an event, please provide:



Coverage information (check if coverage needs to be evidenced)



Please attach any certificate requirements to the request



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We’re A Full-Service Agency

We are Independent Insurance Agents and can provide you with the coverage and protection you need. We represent leading companies and offer a wide choice of coverage and loss prevention ideas to help you cut costs. We provide quality service, competitive pricing and a broad choice of products, including:

  • Automobile
  • Homeowners
  • Personal Collections: Jewelry, Furs, Fine Arts, Etc.
  • Business Property and Liability
  • Personal and Business Umbrella
  • Professional Liability

Request A Proposal


Email:info@petrocelligroup.com

Phone: (718) 445-1910

True Financial Independence

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.

It’s more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Our Process

The process we follow in completing a total financial strategy consists of:

  • Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  • Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  • Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Our Services

Our services cover all areas of financial management, from investment and retirement planning to risk management, funding a child’s education and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

Tax Preparation and Planning

Since our beginning, over 50 years ago, our firm has provided personal assistance to thousands of clients. We pride ourselves on our knowledge, our concern and our ability to offer complete and in-depth income tax service information and advice.

Please feel free to contact our skilled proffesionals to see how the Petrocelli Group, Inc. can help you with your financial needs.

Our Services

  • Trusts
  • Fiduciary Returns
  • Personal Income Tax Returns
  • Estates
  • Partnerships
  • LLC
  • Corporations
  • We are IRS Enrolled Agents (EA’s)

Online Payment for Tax Preparation Services

Our Companies