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COMPANY
OVERVIEW


Our group is excited to be positioned with our clients to achieve financial goals with transparency, expanded capabilities and a focused service model. That is why we have joined with Bernardo Wealth Planning, a Registered Investment Advisor, to give us the independence we need to better serve our clients.

 

Anyone who has taken a thorough look at the major areas of his or her financial life will need a carefully prepared investment plan in order to ensure that all of the pieces are working together to produce the most favorable results. We believe our group can help you reach those results with an in-depth evaluation of your financial and insurance profile.

 

This includes an assessment of every aspect of your financial plan including estate, income, and wealth, and provides you with detailed interactive recommendations.

Service 1

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Service 2

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Service 3

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Service 4

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We are able to provide our clients a broad spectrum of financial industry leading companies and products to help with Investments, Insurance, Estate Planning, Charitable Giving, Trusts as well as Corporate Accounts.


BASIC

$29.99

/MONTH

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PREMIUM

$49.99

/MONTH

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MEET OUR
ADVISORS


Tracy Zullo

MANAGING DIRECTOR

Wealth Management

 

‚Äč 570.543.5255

  email

Tracy Zullo has been a Wealth Advisor since 1999, holding an undergraduate degree in Business / Finance and Economics from Shepherd University. In addition, he holds a Masters Degree in Business Management from Wilkes University. Managing over 200 million dollars for the past 10 years and a 10 time Chairman's Council member as a top advisor, he has also been acknowledged as a Top Adviser Under 40 on two separate occasions. He has advised clients across the United States with a focus on estate, wealth, and insurance  planning and wealth transferring.
 
He works with numerous non-profit organizations and has developed a long standing process of personal wealth management. Every client is delivered a Personal Financial Plan that is actually updated for their specific goals and exceptions on a regular basis.

Sandra Galdieri

SENIOR VICE PRESIDENT

Wealth Management

 

570.543.5256

  email

Sandra Galdieri began her career in the financial industry in February 1987 with Butcher & Singer Inc. She started as a Sales Assistant to the Branch Manager and soon became the Operations Manager in 1990. Through the years the name changed many times and ultimately became Wells Fargo Advisors. Her positions also evolved including Administrative Manager and Senior Vice President, Wealth Management. Galdieri is well versed in all avenues of investment management as well as the compliance necessary to manage risk. Sandi has passed the series 7,63,65,9 and 10 exams, as well as life and health licenses.

Sandi attended the University of Scranton Dexter Hanley program. She lives in Moscow, PA with her son Anthony.

Man on roof

CONTACT
LET'S TALK


570.543.5255 office

132 Adams Avenue | Scranton, PA 18503 
844.496.6565 toll free | 570-227-2821 fax

 

Advisory Services offered through Bernardo Wealth Planning, A Registered Investment Advisor

 

info@yourbusiness.com

 

5705435256

 

132 Adams Avenue, Scranton, PA, 18503

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