James N. Pettorelli

Our Mission

The D & P Financial Advisors team provides guidance and advice to a sophisticated client base of individuals, business owners, and special needs families.  Staying true to our family-first mentality, we will recommend to you only what we would feel comfortable recommending to our loved ones if faced with a similar situation.

By matching your needs with world-class insurance services and internationally recognized investment products, we will do our best to help protect and provide for those you care about most. We will work hard to build a relationship based on trust and integrity, always striving to provide you with the same level of ethical service that we ourselves would expect. 

Your Future is Now

Financial success doesn't happen by chance. It has much more to  do with choice. Transforming

Jim Pettorelli and Doug Dicerbo Recognized as Leading Wealth Advisors in Worth Magazine 

See the full article here

aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Jim Pettorelli comes in.

As your Financial Advisor, Jim will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Jim Pettorelli help you ensure your financial future is all you want it to be.

 

James N Pettorelli
Wealth Management Advisor


D&P Financial Advisors

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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